Paraplanner
Chorley
Competitive
Permanent
This role will work closely with the Financial Advisors by providing technical support. The role is full time and hybrid working is available.
Main responsibilities include:
- Writing financial planning reports for Advisers
- Conducting research on products and helping find the right solutions
- Assisting with reviews and Customer Requests as well as acting as a point of contact for clients
- Arranging for plans to be submitted to provider companies
- Maintaining client records
- Preparation of client review packs
The ideal paraplanner will:
- Have experience in a Financial Advice firm is essential
- Ideally be diploma qualified although candidates who have relevant skills and experience will be considered
- Have the ability to manage and prioritise workloads
- Have outstanding communication skills
If you are interested in this role, please apply and I will be in contact with shortlisted candidates. If I have not been in touch, please assume that your application has not been successful at this time
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