Paraplanner - AB Recruitment : Job Details

LOCATION: Swindon / Marlborough

SALARY: £30,000 - £35,000

JOB TYPE: Permanent Monday to Friday

The key duties of the role are:

• Writing Financial Planning Reports that our Planners present to clients.
• Supporting the Planners 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 firm's 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 regulations.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

Job Responsibilities

• Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
• Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
• Ability to produce business correspondence, proofread for grammar, spelling and punctuation with a high degree of accuracy.
• Analytical and problem-solving skills.
• Confident with IT and office software packages Word, Excel, PowerPoint.