Paraplanner

Recruiter
Reward Recruitment
Location
Birmingham
Salary
£30,000 - £39,999
Posted
26 Sep 2019
Closes
02 Oct 2019
Ref
1222718398
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Paraplanner

Birmingham

£30,000 - £40,000

Our client is a national IFA practice who are looking to recruit a Paraplanner to join their already established and successful team.

Duties:
  • Conduct quotes using relevant in-house platforms or request quotes from external providers.
  • Undertaking the necessary research and analysis, including Fund analysis; Product comparison; Product analysis; Fund research; Charges analysis.
  • Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely.
  • Discuss the reports with the Financial Adviser, amending as necessary.
  • Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
  • Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review workflow across the team.

Experience:
  • Financial Planning Diploma Qualified (or equivalent professional qualification).
  • Proven paraplanning experience.
  • Knowledge of research tools including at least some of the following Pension research: O&M; Fund & Portfolio research: FE Analytics; Protection: Avelo Exchange; Annuity research: Avelo Exchange; Cash flow research: Voyant & Distribution Technology; Risk profiler: Distribution Technology.
  • Product comparison: Capita Product comparator
  • Experience of, or understanding and a willingness to work with a centralised investment proposition, including: Single fund multi-asset/multi-manager solutions; Discretionary Fund Managers; Model Portfolios
  • Proven ability to work with templated suitability reports.

Apply:

Please send your CV to Stuart at Reward Recruitment Limited or contact him for a discreet and confidential chat.

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