Paraplanner

Recruiter
Leamington Spa Commercial
Location
Leamington Spa
Salary
£25,000 - £29,999
Posted
25 Sep 2019
Closes
27 Sep 2019
Ref
1235878629
Category
Accounting
Contract Type
Permanent
Hours
Full Time
We are recruiting for a Paraplanner in Leamington Spa. The salary will be £25,000. Monday - Friday 9 - 5:30pm. Free parking on site. This is an exciting opportunity to work with a new Operations Manager and join the friendly team. Career development will also be offered throughout your time at the company.

• 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

• Fund research

• 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.

• Instruct the IFA Administrator to proceed with preparation of the pack for the client.

• Pre-populate client application forms ready for the Financial Adviser to discuss with the client.

The successful candidate will need to have previous experience working as a Paraplanner. You will be Diploma qualified or working towards the Level 4 qualification. You will need to have the ability to research and understand investments and pensions. Due to the location you will need to have access to a car.

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