Paraplanner - Chesham, United Kingdom - Recruit UK

Recruit UK
Recruit UK
Verified Company
Chesham, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

_Are you a paraplanner looking for your next opportunity?_

_Do you have experience with report writing, exceptional organisational skills & are a skilled communicator?_
We are currently looking for an Paraplanner to join our client in Chesham.


Our client is a national financial planning & wealth management group with 20 offices across the UK and over 80 skilled advisors.

This sets them apart from the average IFA firm and their innovative, leading-edge approach is the reason for their rapid growth.

This firm encourages progression and growth for their employees, providing development opportunities and support from the start.


Your duties will include:

  • Assisting clients with daytoday queries, acting as point of contact and providing excellent customer service.
  • Arranging for financial plans to be sent to third party providers.
  • Maintain client records on the company software, ensuring the client files are clear, concise & and compliant.
  • Preparation of client review packs and completing illustrations
  • Expanding knowledge on products and procedures

Benefits:


  • Competitive salary of up to £32,000
  • Bonus scheme
  • 25 days holiday (rising with length of service) holiday purchase + BH
  • Pension & corporate eyecare
  • Exam support if wanted.

Skills and experience required:

  • Minimum 6+ months paraplanning experience, report writing skills are essential.
  • Reliable individual, with ability to prioritise and manage workload.
  • Diploma qualified is desirable, not essential.
  • Outstanding communication skills
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