Paraplanner

Tempest Jones

Posted 13 days ago, valid for a month

Stockton-On-Tees, North Yorkshire TS17 0FS

£32,000 - £38,000 per annum

Full Time

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Sonic Summary

Job Title: Paraplanner
Salary: £32,000 - £38,000 per annum
Experience Required: Experience in a Financial Advice firm with Paraplanner or report writing skills
Year of Experience Required: Not specified
Specific Responsibilities: Writing Financial Planning Reports, Supporting Advisers, Maintaining client records, Obtaining illustrations and valuations, Keeping up to date with financial products and legislation

Paraplanner The successful candidate will work closely with Financial Planners in a friendly supportive team responsible for servicing clients’ financial advice needs covering retirement planning, accessing funds at retirement, investments, life and protection.Salary depending on experience and level of qualification - £32,000 - £38,000 per annum. Flexible working times, hybrid working, contributory pension, DIS, critical illness and health cash plan, financial support for industry exams.Specific Responsibilities:The key duties of the role are listed below:

Writing Financial Planning Reports for planners to present to clients
Supporting the Advisers by conducting research on products and helping find the right solutions for clients
Assisting with reviews and client requests as well as acting as a point of contact for clients to deal with day-to-day queries
Maintaining client records on the company software and ensuring the client and firm's files are well presented, accurate and compliant
Preparation of client review packs
Obtaining illustrations and valuations
Keeping up to date with financial products and legislation
Complying with all company and industry guidelines, rules and regulations

Role Requirements:

Experience in a Financial Advice firm with Paraplanner or report writing skills
Diploma qualified is desirable
Confident with IT and office software packages Word, Excel, PowerPoint

For further information or to apply, send your cv to jenny @ tempestjones . com

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