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| Job Location | Petersfield |
| Education | Not Mentioned |
| Salary | 38,000 - 42,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time Work from home |
A friendly and professional Financial Planning company is now recruiting for another Paraplanner due to an increase in clients that have been generated from huge amount of referrals from exsisting clients.The is an exciting role offering a generous Salary and the options to work from home if required, OR a 50/50 ( home /office ) OR or full time office, this client is completley flexible. They are forward thinking company that is moving with the times. Youwill need to live within a suitable distance to drive / commute to the office on occasions for meeting clients or for general office catch ups.Some duties are:Support the Financial Planners and be part of the advice processLiaising with the Financial Planners to obtain appropriate investment solutionsResearch and analysis of pension, investment and protection productsObtaining APTA and TVC reports and Investment Risk profilingProvide high quality suitability reports with strong technical knowledge across the whole of market product rangeProvide the documentation and formalisation of our client advice to support the research undertakenObtain all new business illustrations and supporting literatureAnswering the telephone and liaising with clients as and when requiredLiaising with Life Offices; Fund Managers and Broker ConsultantsThe candidateThe ideal candidate will hold the Full Diploma Level 4, You will have experience in either Paraplanning / Investment Paraplanning or as a Financial planner looking to move away from salesYou will need to have strong communication skills, both verbal and written.Excellent attention to detailSystems you would have used Intelligent Office or FE AnalyticsPlease apply on line.
Keyskills :
AdvisorParaplanningPensionsSuitabilityFinancial Planners