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Paraplanner (Diploma 4 Qualified or PartQualified)

Radley Recruitment
Job LocationYorkshire and Humberside
EducationNot Mentioned
Salary£30,000 - £37,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Paraplanner, (Diploma 4 Qualified or Part-Qualified) - Salary c£30,000 - £37,000 DOE + Pension + Excellent BenefitsBased: Yorkshire & Humberside / Home Working We are searching for an experiencedParaplanner to join our market leading Financial Services Client, a leading Wealth Management firm who provide advice to HNW individuals and SME’s. You will be reviewing the suitability and quality of advice given to customers by consultants representing our Client and will need to be part or fully Diploma qualified and have a minimum of 2 years Paraplanning experience. Key Responsibilities:

  • Use research tools to ensure independent/whole of market/holistic advice is provided to the Client as requested by the Consultant
  • Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines
  • Issue clear and accurate feedback confirming required actions to avoid complaints
  • Liaise with consultants and other parties for additional information to support the recommendation for the Client
  • Prepare draft suitability reports within an agreed time-scale for the Client based on the information received/researched
  • Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants
  • Identify and report potential cases of financial crime
  • Maintain records to the standards necessary to demonstrate Consultant performance
  • Meet the departmental standards with regard to service standards and productivity
  • Obtain illustrations and Key Features Documents and associated documentation
  • Ensure all record keeping is maintained on the Clients database
  • Work in a team and manage individual targets for work
    • Essential Skills and Experience:
  • Several years’ experience within a Financial Services environment - specifically Paraplanning within an FSA regulated environment is essential
  • Experience of paraplanning and file checking is essential
  • Experienced within pensions specifically and pensions transfers (DB schemes) - ideal but not essential
  • Experience of working within an IFA firm is ideal used to working to targets
  • Excellent analytical and evaluation skills
  • Dealing with FSA objectives, Principles, advice processes and propositions
  • Ideally fully Diploma 4 qualified but we can consider part qualified candidates too with a willingness to work towards full FP Diploma
  • Willingness to work towards CII Diploma or equivalent and any Regulatory RDR qualification requirements
  • Strong organisational skills with good IT skills are essential
  • Excellent communication skills and high level of numeracy is essential
    • This is a great opportunity for a motivated and professional Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working.Full training will be provided for the successful candidate on our Client’s business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role.Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job. Required skills
  • HNW
  • Paraplanning
  • RDR
  • Wealth Management
  • Recommendation

    • Keyskills :
    HNW Paraplanning RDR Wealth Management Recommendation

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