Paraplanner

Perspective Financial Group Ltd; Maidstone; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services firm in Maidstone is seeking a Paraplanner to support Financial Planners in delivering high-quality client service. The successful candidate will have experience in a Financial Advice firm and report writing skills. Responsibilities include writing Financial Planning Reports, conducting product research, and maintaining client records. This full-time role offers a competitive salary and various benefits including holidays and an Electric Car Scheme.

Benefits

25 days holiday plus bank holidays

Holiday Purchase Scheme

Birthday Day Off

Electric Car Scheme

Life Assurance

Pension

Corporate Eyecare

Qualifications

• Experience in a Financial Advice firm is essential.
• Ability to manage and prioritize workloads.
• Confident with IT and office software packages.

Responsibilities

• Writing Financial Planning Reports for clients.
• Conducting research on financial products.
• Acting as a point of contact for client queries.

Skills

Report writing skills

Communication skills

Analytical skills

Organizational abilities

Problem-solving skills

IT proficiency

Education

Diploma in relevant field

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Paraplanner

Perspective (South) Ltd

We have a fantastic vacancy for a Paraplanner to join our Maidstone Office. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with our Financial Planners by providing technical support in the process of servicing our 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. The successful candidate will need to be motivated, friendly and professional at all times.

Office: Perspective (South) Ltd

Location: Maidstone

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive dependent on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.

Job Requirements

• 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.

Job Responsibilities

• Writing Financial Planning Reports that our Planners present to clients.
• Supporting the Planners 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 our 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.

Job Benefits

25 days holiday (rising with length of service) plus Bank Holidays, Holiday Purchase Scheme and Birthday leave. E-Discounts, Electric Car Scheme, Life Assurance, Pension and Corporate Eyecare.

Birthday Day Off

Electric Car Scheme

Perspective Financial Group Ltd does not provide financial advice itself. All advice is provided through Group offices which are all authorised and regulated by the Financial Conduct Authority.

Registered in England and Wales.
Company No. 6455775

Perspective Financial Group Ltd
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley Lancashire
PR7 1NY

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