Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA’s for an experienced Paraplanner to join their team based at their Milton Keynes offices.
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the 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:
The key duties of the role are listed below:
➢ Writing Financial Planning Reports that 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 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
Key requirements are:
➢ 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.
➢ 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