Paraplanner (Sarah5775) Hove, England
| Salary: | GBP30000 - GBP40000 per annum + Benefit packages |
Paraplanner
Location: Hove
Salary: up to £40k DOE + benefit package
Hours: Mon-Fri 9am-17.30pm
Location: Hove
Salary: up to £40k DOE + benefit package
Hours: Mon-Fri 9am-17.30pm
To apply for the role you will ideally be Dip Level 4 or working towards it
I have great pleasure in supporting our highly reputable client in the recruitment of a Paraplanner to join their Hove office.
Your key role as a Paraplanner is to process the information provided by clients during a meeting with their Adviser researching the best solutions to meet each client’s financial needs.
Responsibilities:
• Preparing and maintaining the client file
• Preparing recommendations
• Check all compliance paperwork in accordance to FCA regulations and company procedures
• Confirm client risk profile is determined
• Occasionally attend client meetings
• Discuss client objectives with the adviser
• Undertake research both independently and with the adviser to identify suitable solutions to meet the client’s needs
• Prepare information and comparison for analysis
• Liaise with clients legal and tax advisers
• Prepare draft recommendation reports
• Prepare suitability letters in accordance with agreed recommendations
• Pre-populate application forms
• Support ongoing client relationships
• Using financial planning software tools, such as Assureweb, Selecta pensions, Trustnet and Financial Express
• Preparing recommendations
• Check all compliance paperwork in accordance to FCA regulations and company procedures
• Confirm client risk profile is determined
• Occasionally attend client meetings
• Discuss client objectives with the adviser
• Undertake research both independently and with the adviser to identify suitable solutions to meet the client’s needs
• Prepare information and comparison for analysis
• Liaise with clients legal and tax advisers
• Prepare draft recommendation reports
• Prepare suitability letters in accordance with agreed recommendations
• Pre-populate application forms
• Support ongoing client relationships
• Using financial planning software tools, such as Assureweb, Selecta pensions, Trustnet and Financial Express
The right candidate will have the following skills, qualifications and experience:
• Proven experience within a paraplnning position
• Ideally Dip Level 4 qualified
• Great communication skills
• Highly analytical with great attention to detail
• Knowledge of Intelligent Office would be a distinct advantage
• Strong work ethic
• Ideally Dip Level 4 qualified
• Great communication skills
• Highly analytical with great attention to detail
• Knowledge of Intelligent Office would be a distinct advantage
• Strong work ethic
This is a great opportunity to join a busy and forward thinking organisation. For more information on this role please contact Sarah Nicholas on 01273 947810 or apply today!