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Paraplanner

Cranleigh Personnel
Job LocationChulmleigh
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: Paraplanner Location: ChulmleighSalary: Negotiable depending on experienceAre you a Paraplanner looking for your next role working within Financial ServicesOur client is currently looking for an experienced Diploma Qualified, or equivalent, Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.The role is varied and involves working as part of a small, close-knit friendly team.General Responsibilities:

  • Be a point of contact for any Adviser queries.
  • Delegate work requests appropriately within the team.
  • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
  • Ensure Suitability Reports are updated with current legislation.
  • Ensure that all company policies and procedures are adhered to.
    • Paraplanning Responsibilities:
  • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
  • Discuss cases with adviser and pro-actively update the adviser throughout.
  • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
  • Prepare all relevant paperwork for client meetings.
  • Prepare and compile financial analysis.
  • Liaise with product providers and other relevant third parties.
  • Ensure that all client requirements are followed through to the appropriate conclusion.
  • Keep up to date with legislation.
  • Ensure thorough knowledge of product research and analytical tools.
  • An understanding of FCA regulations and guidelines relating to financial services clients.
    • If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable. Required skills
  • Client Meetings
  • Financial Services
  • Paraplanning
  • Report Writing
  • Supportive

    • Keyskills :
    Client Meetings Financial Services Paraplanning Rept Writing Supptive

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