Paraplanner
- Recruiter
- Just Recruitment
- Location
- Chelmsford
- Salary
- 40000.00 GBP Annual + 00
- Posted
- 09 Oct 2018
- Closes
- 24 Oct 2018
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
The Just Recruitment Group are currently recruiting for an experienced Paraplanner for our client, a reputable and rapidly growing Financial company based in the outskirts of Chelmsford.
This role is to assist Directors/Senior Consultants with product advice, recommendation and report writing, and to liaise with clients and provide explanations of recommendations; including answering factual technical queries. You will also be responsible for being the point of contact for clients with queries relating to their portfolio, and to provide a knowledge base for the consultants and administration team on product and provider information.
Other duties will include:
*Assisting Directors/Senior Consultants with the writing of Reports and Suitability letters.
*Maintenance of Client and Portfolio records.
* Undertaking Product and Provider research.
*To attend client meetings if required, providing a professional service both face to face and over the telephone.
*Preparing necessary paperwork and application forms for client meetings.
*Assisting with New Business submission and General client administration when required.
*Research for new clients existing business plans
*General Telephone Enquiries relating to existing business
Our client is looking for:
*Very good standard of education (particularly English & Maths)
*Fully FPC Qualified.
*Previous experience in Financial Services.
*Strong communication skills.
*PC Literate (Microsoft Word, Excel, Outlook etc).
*Good organisation and planning skills.
Desirable:
*Understanding of IO or Avello/IRESS Software
*Understanding of Dynamic Planner & FE Analytics
*Advanced user of Microsoft package
This is a fantastic opportunity to join a rapidly growing, professional company with modern offices and a social working environment. The position is Monday-Friday and offers 22 days holiday, increasing to 24 days after 3-years' service and then 25 days after 5-years' service, Auto-enrolment Pension Scheme, PMI after 1-years' service, 4x Death in Service Life Protection cover.
Salary is open depending on experience; starting at GBP30,000.
Please note, if you have not been contacted within 7 days your application has been unsuccessful.
This role is to assist Directors/Senior Consultants with product advice, recommendation and report writing, and to liaise with clients and provide explanations of recommendations; including answering factual technical queries. You will also be responsible for being the point of contact for clients with queries relating to their portfolio, and to provide a knowledge base for the consultants and administration team on product and provider information.
Other duties will include:
*Assisting Directors/Senior Consultants with the writing of Reports and Suitability letters.
*Maintenance of Client and Portfolio records.
* Undertaking Product and Provider research.
*To attend client meetings if required, providing a professional service both face to face and over the telephone.
*Preparing necessary paperwork and application forms for client meetings.
*Assisting with New Business submission and General client administration when required.
*Research for new clients existing business plans
*General Telephone Enquiries relating to existing business
Our client is looking for:
*Very good standard of education (particularly English & Maths)
*Fully FPC Qualified.
*Previous experience in Financial Services.
*Strong communication skills.
*PC Literate (Microsoft Word, Excel, Outlook etc).
*Good organisation and planning skills.
Desirable:
*Understanding of IO or Avello/IRESS Software
*Understanding of Dynamic Planner & FE Analytics
*Advanced user of Microsoft package
This is a fantastic opportunity to join a rapidly growing, professional company with modern offices and a social working environment. The position is Monday-Friday and offers 22 days holiday, increasing to 24 days after 3-years' service and then 25 days after 5-years' service, Auto-enrolment Pension Scheme, PMI after 1-years' service, 4x Death in Service Life Protection cover.
Salary is open depending on experience; starting at GBP30,000.
Please note, if you have not been contacted within 7 days your application has been unsuccessful.