Paraplanner - Fully Remote - Warrington, United Kingdom - PB Recruitment Consultants Ltd

PB Recruitment Consultants Ltd

Verified Company

Warrington, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A highly established, successful
_ Chartered Independent Financial Practice_ currently requires an experienced
_Remote Paraplanner_, to join its friendly and vibrant team.

An exceptional opportunity, one in which you will be well rewarded for your commitment with a competitive package, a great long-term career, on-going career development, and exam support

It is had a policy of keeping a low profile to the public, but a much higher profile with professionals.

This has given it a good rapport and a great deal of respect from its valued clients and introducers
-
Remote Paraplanner duties are varied and include:_

Undertaking and updating product due diligence
Daily interaction with clients and providers
Input of the monthly ongoing fees onto spreadsheet for the business
Preparing information for reports, i.e., illustrations, back up information
Assisting in valuation preparation via our platforms
Assisting Directors in the preparation of reports and liaising with clients to update fact find info etc
Auto enrolment knowledge would be helpful.

-
The following skills are essential as a Remote Paraplanner:_

Numeracy and literacy
Accuracy and attention to detail
Organised and efficient to enable procedures to be carried out effectively.
Compliance knowledge required.
Good sense of humour
Computer literacy
Excellent verbal and written communications.
To work effectively in a small team
Reliability & good time keeping
Proficient in using MS Excel, Outlook, and Word

-
What's in it for you????_

A competitive salary, commensurate with experience - which you expect to increase from your existing employment - it also offers pension and possibly a discretionary bonus structure dependant on ability/interaction with clients/new business.