Paraplanner in Stoke-on-Trent, Staffordshire
Posted by Brampton Recruitment Ltd
£32,000 – £40,000 a year
Stoke-on-Trent · Permanent
Job Description for the Paraplanner role:
- Production of Financial Planning Reports for our Advisers to present to clients
- Supporting Advisers by conducting research on products and helping find the right solutions for our clients
- To assist with reviews and requests, acting as a point of contact for our clients’ day-to-day queries
- Arranging for plans to be submitted to company providers
- Maintaining client records on the bespoke software, ensuring all files are well-presented, accurate and compliant
- Preparing client review packs and conducting Illustration requests
- Keeping up to date with financial products and legislation
- To comply with all firm and industry guidelines, rules and regulations.
- Experience in a similar role is essential
- DipFA qualification is desirable, though if you have the relevant experience then this will be considered
- Someone who can prioritise timescales and work to deadlines
- Excellent communication skills at all levels
- Strong compliance background
- Highly accurate in their approach, with good problem-solving skills
- Ability to produce accurate and grammatically correct correspondence
Salary: £32,000 - £40,000 Per Annum
Benefits: pension, free parking, death in service, day off for birthday, EAP, study support, holiday purchase scheme, great career development
Holidays: 25 + BH
Brampton Recruitment is an independent Commercial and Accounts & Finance recruitment agency working in partnership with employers across Stoke-on-Trent, Staffordshire, Cheshire, and the Greater Manchester region.
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