Diploma Level 4 Paraplanner

7 days left

Recruiter
Anonymous
Location
Cheltenham
Salary
30000.00 - 40000.00 GBP Annual + GBP30000 - GBP40000/annum
Posted
30 Aug 2017
Closes
27 Sep 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Level 4 Qualified Paraplanner
Cheltenham
30-40k

Successful, Independent Financial services firm experiencing excellent growth are looking for a senior Paraplanner to support their Financial Planners. You will provide technical assistance and support Directors in a management function to enable the business to grow further. This position would suit a Senior Paraplanner or a Qualified Financial Advisor. Great opportunity to work alongside excellent mentors and evolve your career within the firm.

Responsibilities

Report writing, including suitability letters
Providing full research and analysis of products
Preparing technical information for client meetings
Obtaining quotations from product providers
Ensuring new business and client files are fully compliant
Effectively handling inbound calls and proactively contacting clients
Diary Management, ensuring that the diary is kept up to date
Monitoring the new business and pipeline business
Updating back office systems with client and product information
Using diary system to log all ongoing business and chase outstanding requirements
Occasionally processing new business applications and chasing for outstanding requirements
Issuing policy documentation to clients
Attending client events

Skills & Qualifications

Diploma in Financial Planning (Level 4) or equivalent
Current experience in the Financial Services Industry
Excellent communication skills
Excellent organisational and project management skills
Enthusiasm and motivation to further your career

If your skills and experience match this role, please forward your CV in a word format
Elliott James Recruitment is acting as an Employment Agency in relation to this vacancy