PB Recruitment Consultants Ltd | Cheshire, England, UK

Posted 15 days ago

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A highly established, successful Independent Financial Practice, founded in October 1971, currently requires an experienced Paraplanner, to join its friendly and vibrant team. An exceptional opportunity, one in which you will be well rewarded for your commitment with a very competitive package, a great long-term career and working environment

The aim of the Company then, as it is now, is to obtain clients from professional connections, accountants, solicitors, stockbrokers, and referrals from existing clients.

It is had a policy of keeping a low profile to the public, but a much higher profile with professionals. This, we feel, has given us good rapport and a great deal of respect from our valued clients and introducers

Duties are varied and include:

  • Undertaking and updating product due diligence
  • Daily interaction with clients and providers
  • Input of the monthly ongoing fees onto spreadsheet for the business
  • Preparing information for reports, i.e., illustrations, back up information
  • Assisting in valuation preparation via our platforms
  • Assisting Directors in the preparation of reports and liaising with clients to update fact find info etc
  • Auto enrolment knowledge would be helpful.

The following skills are essential:

  • Numeracy and literacy
  • Accuracy and attention to detail
  • Organised and efficient to enable procedures to be carried out effectively.
  • Compliance knowledge required.
  • Good sense of humour
  • Computer literacy
  • Excellent verbal and written communications.
  • To work effectively in a small team
  • Reliability & good time keeping
  • Proficient in using MS Excel, Outlook, and Word and (XPLAN software an advantage)

What's in it for you????

A competitive salary, commensurate with experience - which you expect to increase from your existing employment - it also offers pension and possibly a bonus structure dependant on their ability/interaction with clients/new business. There is onsite parking