Paraplanner (part or fully qualified)

Recruiter
Anonymous
Location
Thame
Salary
30000.00 - 33000.00 GBP Annual + GBP30000 - GBP33000/annum
Posted
27 Jun 2017
Closes
24 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Due to expansion my client has a new vacancy for a part- or fully-qualified paraplanner.

The role of the paraplanner is to support the financial planner(s) and adviser(s) when informing and advising clients on financial strategies, plans and products. You will provide administrative and technical support to the technical specialists within the business.

THE ROLE: Supporting the financial planners and advisers in research and analysis to meet client needs and objectives and in preparing financial plans and suitability reports; developing and maintaining internal relationships to help maintain business flow and meet agreed targets; promoting the profile of the business within the profession and wider communities; continuous professional development to meet regulatory requirements and personal development needs; ensuring that any business conducted is done in a responsible and compliant manner; meeting all legislative requirements, both internally and externally and contributing to the smooth running of the technical administrative function within the business.

NATURE AND SCOPE OF CONTRIBUTIONS: Reporting to the practice and finance managers you will be responsible for preparing and compiling financial analysis data; researching products to support recommendations; providing support for the financial planners and advisers, i.e. paperwork for client meetings, new business submission, planning and product research and technical filing; ensuring that all client requirements are followed through; managing, recording and monitoring client annual reviews; assisting the financial planners and advisers with client presentations and other tasks as required; assisting the technical manager with annual technical reviews of services and products.

The candidate may be required to travel for client visits, involving working outside office hours, and from time to time be required to undertake other duties as are necessary to meet the needs of the business.

You will have an RO qualification and be either part or fully qualified.

For this important role my client is offering an attractive salary of up to GBP30,000 for a part qualified paraplanner and up to GBP33,000 if you are fully qualified.

Office hours are 9am - 5pm with an early finish on Fridays, and company benefits include 24 days' annual leave rising to 30 over 3 years, contributory pension scheme and private health care after 12 months' service