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Paraplanner

Morgan Parkes Recruitment Limited
Job LocationKnowle, Solihull
EducationNot Mentioned
Salary30,000 - 45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: ParaplannerSalary: £30,000 - £45,000 excellent benefits including free parkingHours: Full timeLocation: SolihullDescription:A well established and prestigious company based in a semi-rural location near Solihull is recruiting a Paraplanner to join their team and to provide accurate and timely research, technical analysis and detailed compliant reports. This is a fantastic opportunityto work within a business with great ethics and an exciting future.Key Duties:

  • Implement recommendations to meet agreed client objectives in line with business advice process
  • Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties
  • Assist in identifying areas for planning and sourcing solutions suitable to meet the clients needs and objectives
  • On occasion it may be necessary to deal with technical queries from clients
  • Responsible for day-to-day paraplanning tasks - identifying whats required, where client cases have information missing or outstanding actions
  • Working with the advisers and administrative team to obtain information and subsequently writing a report ready for approval
  • Own, commit and be accountable for individual personal development to benefit own career progression and in turn enhance the client experience
  • Ability and desire to work in a team environment to provide help and support to all team members to drive great client outcomes
  • Share best practice, knowledge and technical expertise (both successes and learns) to drive continuous improvement
  • Demonstrate and role-model integrity, honesty, passion and respect for clients, team members and third parties in order to achieve the short, medium and long-term company vision
Key Skills/Experience Required:
  • Detailed technical knowledge and understanding of Financial Services within an IFA environment
  • Diploma in Financial Planning or equivalent
  • Previous Paraplanning experience
  • Accurate, organised and efficient approach to research, technical analysis, problem-solving and report writing
  • Embrace and use technical software (back-office/platform/technical analysis tools)
  • Accurate presentation and communication of technical language which is understandable to clients (both written and verbal)
  • Build rapport and relationships with clients and team members
  • Respecting client confidentiality
  • Own, commit and be accountable for individual personal development to benefit own career progression and in turn enhance the client experience
  • Ability and desire to work in a team environment to provide help and support to all team members to drive great client outcomes
  • Share best practice, knowledge and technical expertise (both successes and learns) to drive continuous improvement
  • Demonstrate and role-model integrity, honesty, passion and respect for clients, team members and third parties in order to achieve the short, medium and long-term company vision
Morgan Parkes Recruitment Ltd operate in the UK and can only process applications from candidates who are currently eligible to live and work in the UK. We operate a strict equal opportunities policy.Personal data you supply will be used for contacting you via telephone or email about our service. Your data will be kept securely and retained in line with GDPR regulations. You have the right to withdraw your consent to the use of your personal data forthe specified purpose at any time.

Keyskills :
Financial PlanningFinancial ReportingFinancial ServicesParaplanning

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