Senior Paraplanner - Poole - Salary of circa GBP32,000

32000.00 - 32000.00 GBP Annual + GBP32000/annum
13 Jun 2017
21 Jun 2017
Contract Type
Full Time
Senior Paraplanner - Poole - Salary of circa GBP32,000

Our client, a leading financial advisory company are currently looking to recruit a Senior Paraplanner to join their team.

??To liaise with advisers, product providers, clients and prospects by telephone, letter and email on administration and technical matters.
??Attend weekly case owner meetings to discuss and review new business opportunities with adviser.
??Discuss clients objectives with adviser in order to prepare information/reports/comparisons for analysis by adviser.
??Review quality of advice proposed by adviser and refer to Compliance Department any issues regarding suitability.
??Complete tax computations including Inheritance Tax and Capital Gains Tax using appropriate tools.
??Complete client risk profiling analysis and scoring.
??Obtain client personal illustrations, key features documents, application/proposal forms etc from providers and pre completed as necessary.
??Produce quality suitability reports and associated document enclosures, in preparation for client meetings in line with Company standards.
??Review client valuations and reports prepared for client review meetings.
??Attend and participate in client meetings as required by the Company.
??Provide back up support in relation to processing fund trade requests, withdrawals, switch instructions (including model portfolio) and portfolio rebalancing when required.
??To research the market for changing conditions / development in Financial Services and highlight any potential opportunities / threats to the business.
??To have the ability to provide technical support and provide research on new opportunities.

Experience Required:
??Proficient use of Financial Services research tools and Microsoft Office.
??Sound commercial awareness.
??Maintain a high degree of knowledge and current affairs within the investment and pensions arena.
??Experience in use of Financial Services back office systems.
??Experience of using a platform/wrap provider technology.
??Experience in placing trade deals and rebalancing.
??Experience in technical cases.
??Experience in TVAS and DB schemes.
??Hold CII Chartered Financial Planner or IFP Certified Financial Planner status (or equivalent).
??Diploma in Financial Planning and actively working towards Chartered or Certified status.
??Minimum of five years experience of working within an IFA environment.

??22 days holiday, increasing to 23 then 25 plus Bank Holidays.
??3% pension.
??KPI bonus.
??Profit related bonus.
??Study sponsorship.
??Opportunity to buy holiday.
??Free IFA advice.
??Free mortgage advice.

If you are interested in the Senior Paraplanner role or would like more information please contact

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency

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