Paraplanner Job in Chesham, Buckinghamshire

Paraplanner Job in Chesham, Buckinghamshire. Apply for the latest Chesham, Buckinghamshire jobs in Accounting/Financial/Insurance.

Paraplanner Job in Chesham, Buckinghamshire

Job Description
My client, a nationwide Financial Advisory firm are seeking an experience Paraplanner to join their team in Chesham, Buckinghamshire.

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 detailed research on clients’ existing and potential arrangements. After assessing these against the client’s 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 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

Experience & 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, PowerPoint

Should 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

Job Type: Permanent, Full Time
Location: Chesham, Buckinghamshire
Category: Accounting/Financial/Insurance
City: Chesham
County: Buckinghamshire
Country: United Kingdom
Salary: £25000 – £35000/annum
Benefits: