Paraplanner - Knutsford, United Kingdom - PB Recruitment Consultants Ltd

PB Recruitment Consultants Ltd

Verified Company

Knutsford, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

A highly established, successful Independent Financial Practice, founded in October 1971, currently requires an experienced Paraplanner, to join its friendly and vibrant team.

An exceptional opportunity, one in which you will be well rewarded for your commitment with a very competitive package, a great long-term career and working environment

The aim of the Company then, as it is now, is to obtain clients from professional connections, accountants, solicitors, stockbrokers, and referrals from existing clients.

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

This, we feel, has given us good rapport and a great deal of respect from our valued clients and introducers

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:

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 and (XPLAN software an advantage)

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 bonus structure dependant on their ability/interaction with clients/new business.

There is onsite parking