Paraplanner

Recruiter
Service Service
Location
Bury St Edmunds
Posted
18 Apr 2019
Closes
03 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client based in Bury St. Edmunds with offices in Norfolk and Suffolk are looking for an experienced Paraplanner who can provide precious technical support to their team of Financial Planners.

A reputable and family orientated business my client can offer you a comfortable working environment along with attractive benefits that provide a "lifestyle" as appose to a job, flexible working hours, pension, four weeks holiday (plus bank holidays and discretionary extended Christmas break) and you can even bring your dog to work.

Key Tasks

You will first and foremost provide ongoing support to the team of Advisers in order to allow them to concentrate on Fact Finding, Client Reviews and Relationship Management

You will research products and different types of funds

You will prepare letters, reports and technical papers

You will act as a technical interface between Advisers and Clients

You will create Financial Investment Reports for Advisers to pass on to their clients

You will gather information to prepare quotes for clients

You will liaise with providers whilst corresponding effectively with Advisers and Clients

This will be an office-based role so you will be required to answer general calls, respond to emails and general correspondence, you will speak with Clients and attend product update meetings to ensure your technical knowledge is up to date

You will ensure all the information passed to the Adviser team meets FCA guidelines

Personal Requirements

You will ideally be Diploma level 4 qualified with a background in Paraplanning or Financial Administration with exposure to report writing and studying towards your diploma with some qualifications already attained.

You will have good computer skills with an excellent telephone manner.

You will be a clear communicator, capable of building rapport with clients.

You should be pro-active in keeping your technical knowledge up to date

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