Paraplanner

Recruiter
Anonymous
Location
United Kingdom
Salary
30000.00 - 45000.00 GBP Annual + GBP30000 - GBP45000/annum
Posted
30 Jun 2017
Closes
28 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Coast Recruitment have numerous roles across the UK for qualified Paraplanners, if you are considering a new role now is the time to get in touch. With a huge skills shortage in the Financial Planning market, salaries are on the rise and our clients are offering some excellent packages to attract talented individuals like yourself.

Home based opportunities are also available so you really can be based anywhere!

Responsibilities include:

- Collating client product information from providers and reporting this in a clear and professional manner.
- Documenting all correspondence to and from Providers.
- Charges comparison analysis using in house software.
- Ability to complete manual financial calculations. E.g. tax calculations, projections, etc.
- Producing suitability letters and presentation material in line with company standards.
- Working with compliance teams to ensure recommendations are viable.
- Consulting with compliance teams and internal contacts for difficult cases.
- Comparing fund performance using analytics to present to clients.
- Processing and recording business transactions.
- Keeping a high level of documentation standards on each case.
- Keeping abreast of regulatory and internal guidance.
- Supporting the adviser teams with all financial planning, creating the most tax efficient and beneficial structure for each individual client.
- Dealing with multiple advisers and holding regular review meetings with them.
- Technical meeting preparation of client's files and agendas

Requirements:
- 1+ Years experience as a Paraplanner
- Level 4 Diploma in Financial Planning
- Excellent communication and interpersonal skills
- Articulate with particular attention to detail
- Highly effective time management and organisational skills
- Ability to work under pressure and to strict deadlines
- Proactive, self- motivated and able to take responsibility for own work under own initiative.

Apply to this advert and a member of our team will be in touch to discuss your options