Paraplanner

Recruiter
Anonymous
Location
Lancashire
Salary
25000.00 - 28000.00 GBP Annual + GBP25000 - GBP28000/annum GBP25,000 - GBP28,000
Posted
11 Apr 2017
Closes
26 Apr 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Introducing an exciting opportunity to join a leading national financial advisory group as a valued Paraplanner.

Based in stunning offices in Manchester, you will be responsible for actively supporting the team of Financial Advisers (FA) by assisting in the sales process, providing technical back up and servicing their requirements in order to secure new business including the development of relationships with colleagues and external customers.

You will also provide excellent standards of client service, you will conduct detailed research on clients` existing and potential arrangements. After assessing these against the client`s financial objectives, you will produce timely and compliant Suitability Reports.

The Role:

-Supporting the FA by conducting research on products and helping find solutions for medium to high net worth clients and companies
-Writing Suitability Reports for the FA to present to clients
-Arranging for plans to be submitted to provider companies
-Assisting the FA with reviews and customer requests as well as acting as a point of contact for the FA`s clients to deal with day to day queries

-Checking files for compliance and completing any work needed in order to meet compliance standards.

Experience & Skills:

-Experience working as a "Whole Of Market" Paraplanner
-Confident personality
-Experience of writing Suitability Reports
-Diploma qualified preferred, but at least working towards Diploma Level

-Excellent knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
-Experience of working as part of a team
-Flexibility/ adaptability to cope with change

** Due to high volumes of applications, only suitable candidates will be contacted, thank you