Paraplanner (Sarah6209) 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!

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