Paraplanner

Perspective Financial Group Ltd • Marlborough, MA, United States • $200k - $250k / year • 1m ago

Job Description

We have a fantastic vacancy for a Paraplanner to join our busy Marlborough 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.

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.

Due to the nature of the business, the role may also include additional responsibilities considered reasonable.

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 Type: Full-time

Pay: £30,000.00-£40,000.00 per year

Experience: