Report Writer / Paraplanner

Report Writer / Paraplanner Plymouth £19k to £25k p.a. + benefits depending on experience

Report Writer / Paraplanner required for successful and expanding financial services company

The Role

Working as an integral member of the paraplanning team, you will liaise with advisers and colleagues during the financial planning process to develop and create reports for the long term financial strategies for clients. Your responsibilities will include:

• preparing written reports
• undertaking research on funds / products / wrappers
• attending client meetings with advisers
• updating / maintaining client files and back-office systems
• general office support / involvement in team projects / client seminars

The Company

Our Plymouth based client is a successful independently owned financial services business offering comprehensive financial planning services including pension planning, life assurance, income protection, investments and tax planning. Dedicated to exceptional client service standards, they are looking to support their existing team with a Paraplanner to work closely with other team members in their friendly and inclusive office environment. Excellent benefits package on offer including Private Healthcare cover, pension and Professional Qualification support.

The Person

As Report Writer / Paraplanner, you will have some previous experience in / knowledge of financial services and have the following skills:

• excellent report writing skills
• ability to analyse statistics / interpret advice areas / challenge client recommendations
• ability to conduct research for providers / investments
• good understanding of compliance issues
• good time management skills / interpersonal and IT skills

Professional qualification (learning and examination) support will be provided. Hours are 9.00 to 5.00 with some flexibility possible.

If you wish to be considered for the role of Report Writer / Paraplanner, please forward your CV stating current remuneration details and availability quoting reference 272471A.

WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK

Applications are invited with experience in: paraplanner financial services compliance legal investment pensions life assurance tax planning administrator office jobs financial services adviser report writer Plymouth jobs paraplanning

ThreePeople advertises vacancies on behalf of clients. If your CV matches our clients requirements, we will forward your details to them to confirm your suitability. By applying for this role, you consent to the submission of your details for this purpose only. Your CV will not be retained by ThreePeople for future use.