Our client is a well-established firm of Independent Financial Advisers based in Lytham, Lancashire serving both personal and corporate clients throughout the UK and are currently recruiting for a Senior Paraplanner to join their team.
To be considered for the role you will currently hold the Level 4 Diploma in Financial Planning, or will have made significant progress toward achieving it as well as have at least 2 years in a Paraplanning role.
As Senior Paraplanner you will provide paraplanning support ensuring the highest possible standard of client service delivery that is consistent, compliant and provided proactively, in line with company values, as well as mindful of Treating Customers Fairly (TCF) at all times.
Working closely with Financial Advisers to support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures.
Primary responsibilities include:
- Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed
- Undertake quotes using relevant in-house platforms or request quotes from external providers
- Undertake the necessary research and analysis, including: Fund analysis, product comparison, product analysis
If you are have the required experience and are interested in the above role please apply today and one of our consultants will be in touch to discuss in more detail.
Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future.