Overview: An excellent opportunity for an experienced paraplanner has arisen to join a small reputable IFA practice in Preston.
Key Skills: You will need to have worked within the Financial Services industry and as a paraplanner for the last 2 years and have a working and competent knowledge of financial services products which include Pensions, Investments, ISA’s and Protection policies. You will have good communication skills, be organised, happy to take responsibility for your own work and be able to work to deadlines. You will need to be a team player and be happy to help other team members when required.
You must have had experience of writing suitability reports.
If not already qualified to diploma level, should be part qualified or keen to progress further.
Experience using Intelligent Office and Selectapension would put candidates at an advantage.

Experience:

• Financial Advisory Support Occupations: 2 years (required

1. Produce professional suitability reports
2. Tailoring suitability letters to individual clients
3. Responsible for file preparation for meetings and existing business administration
4. Provide specific product, provider and fund research
5. Assisting administrators during busy periods and working in a team environment.
6. Other administrative duties include:
   Ø Submit new business applications
   Ø Produce quotations
   Ø Deal with providers
   Ø Deal with clients
   Ø Chase outstanding pipeline cases
   Ø Chase outstanding fees
   Hours: Mon- Friday 37.5 hours to be arranged
   Job Types: Full-time, Permanent
   Salary: £27,000 - £35,000.00 per year (dependent upon qualifications & experience)
   Hols: 25 days plus bank holidays

Benefits:

• Company pension

Schedule:

• Monday to Friday

Experience:

• Financial Advisory Support Occupations: 2 years (required)

Work Location: In person at 14 Ribblesdale Place, Preston, PR1 3NA
Required:
Financial services
Report writing
Preferred:
Pension
Financial planning
Organisational skills
Job Types: Full-time, Permanent
Pay: £27,000.00-£35,000.00 per year

Benefits:

• Company pension

Work Location: In perso