Paraplanner

Reference:
906425
Sector:
Legal
Salary:
£30,000 to £0 Per Annum
Town/City:
Chelmsford
Contract Type:
Full time

The Just Recruitment Group is 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 £30,000.