Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner

GCB Recruitment
Job LocationMarket Harborough
EducationNot Mentioned
Salary£30,000 - £40,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

My client is currently looking for a Paraplanner to join their growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are always delivered.The ideal candidate will work from their Market Harborough office.The successful Paraplanner will be offered:

  • Salary of up to £40,000 depending on experience.
  • 28 days holiday + closure for Christmas
  • An extra day off for your birthday
  • Shopping discounts
  • Death in Service
  • 24/7 GP
To be considered for the Paraplanner role you must have the following:
  • Minimum 1-year experience working within a financial planning company.
  • 3+ years’ experience as a Paraplanner.
  • Experience using client cash-flow modelling software is preferable.
  • Having achieved a Diploma in Financial Planning or equivalent is desired.
  • Excellent understanding of the financial planning process.
  • Good technical knowledge in a wide range of product areas - pensions, investments, IHT planning, tax planning, and protection.
  • Excellent suitability report writing skills.
  • Keep up to date with new products, and technical and legislative changes within the marketplace.
  • Consent to, and have clear results for, police checks, bankruptcy searches and any other background screening that is required for this position.
  • Proficient IT skills. Basic word processing, spreadsheet, and database knowledge.
  • Excellent planning and effective organisational skills.
  • Computer literacy.
  • Honesty and integrity.
  • Methodological approach to work.
As a Paraplanner your role will involve:
  • Preparing and maintaining client files and client reviews.
  • Building cash flow models.
  • Preparing recommendations and suitability reports.
  • Identifying areas for planning.
  • Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs.
  • Preparing information/comparisons for analysis by Planner.
  • Liaising with clients’ legal and tax advisors (if applicable).
  • Overseeing implementation of recommendations, completion of application forms and ensuring all compliance is in order.
  • Establishing and building strong relationships with clients.
Due to the high amounts of applications if you have not been contacted within 7 days, please consider your application unsuccessful.This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.

APPLY NOW

Paraplanner Related Jobs

© 2019 Naukrijobs All Rights Reserved