Paraplanner, West Byfleet

Paraplanner vacancy with financial services firm in West Byfleet. We are looking to recruit a Paraplanner to join our team with offices in the West Byfleet area. The role involves providing support to a progressive IFA with a rapidly expanding client bank. Advice is focused around pensions and investments primarily, but also covers some Insurances and Later Life Planning. Previous experience in a similar role is important.

On offer is an excellent basic salary, the possibility of career progression, ongoing encouragement, plus a bonus scheme.

Job Description
• Preparation for client meetings
• Product research
• Report writing including pension transfer reports
• Processing paperwork and submitting to providers
• Dealing with client queries
• Managing and Implementing Efficient Business Processes
• Preparing valuations and reports for portfolio reviews
• Administering and improving the ‘back office’ functionality of the business
• Business processing and ensuring FSA and compliance requirements are met
• Monitoring case progression though to completion
• At least part qualification in Financial Services industry is expected.

Personal Attributes
• Excellent self management and organisational skills
• Ability to focus on the task at hand
• Attention to detail is paramount
• Commitment to delivering the highest standards of customer service
• Good IT skills
• An excellent working knowledge of the products in the industry
• A fun and positive attitude to work and willingness to integrate into a friendly office 

To apply for this position, please click here.