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| Job Location | Chorley |
| Education | Not Mentioned |
| Salary | 25,000 - 35,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
My client, a nationwide Financial Advisory firm are seeking an experience Paraplanner to join their team in Chroley, Lancashire.The successful candidate will work closely with my clients Financial Advisers by providing technical support in the process of servicing our Clients Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailedresearch on clients existing and potential arrangements. After assessing these against the clients financial objectives, you will produce timely and compliant Financial Planning Reports.Specific Responsibilities: Writing Financial Planning Reports that our Advisers present to clients Supporting the Advisers by conducting research on products and helping find the right solutions for our clients Assisting with reviews and customer requests as well as acting as a point of contact for our clients to deal with day to day queries Arranging for plans to be submitted to provider companies Maintain client records on the company software and ensure the client and firms files are well presented, accurate and compliant Preparation of client review packs Illustration requests Keep up to date with financial products and legislation Comply with all company and industry guidelines, rules and regulationsExperience & Skills: Experience with working in a "Whole of Market" Financial Advice firm, Paraplanner/ report writing experience is essential Diploma qualified is preferable but consideration will be made if you are working towards achieving this The role requires a reliable individual who has the ability to manage and prioritise workloads Outstanding communication skills at all levels Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy Analytical and problem solving skills Experience of working as part of a team Excellent organisational and multi-tasking abilities are essential Flexibility/ adaptability to cope with change Confident with IT and office software packages Word, Excel, PowerPointShould you have any questions or wish to apply please do not hesitate to contact Clear Legal & Financial Recruitment.Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days, please assume your application has been unsuccessful.
Keyskills :
Financial AdviceFinancial AdvisoryParaplanningifaparaplanner