Paraplanner (6209) Hove, England
| Salary: | GBP30000 - GBP40000 per annum + Benefit Package |
Paraplanner
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
The right candidate will have the following skills, qualifications and experience:
- Proven experience within a paraplanning 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
For more information on this role please call Sarah Nicholas on 01273 947810 or apply today!