First Recruitment Services Limited
36000.00 GBP Annual
05 Oct 2017
16 Oct 2017
Contract Type
Full Time

Our established client in Gatwick is looking for an experienced Paraplanner to join their lively and friendly team, to be responsible for providing full paraplanning support to their Financial Planners.

You will be responsible for the following key activities and tasks:

Researching product options

  • Using in-house and external software to research the market for the most appropriate product for the client and saving all research to the 'Volume' filing system
  • Discussing research with Financial Planners and Compliance

Creating client suitability reports

  • Using templates to create suitability reports and updating of templates as necessary
  • Presenting suitability reports to Financial Planners
  • Ensuring suitability reports are compliant

Analysing clients' existing products

  • Entering details on to 'Financial Express' and in house analysis software and saving all analysis to the 'Volume' filing system
  • Providing a summary of analysis to Financial Planners and Compliance

Creating new business paperwork

  • Uploading details on to platform provider accounts, printing out applications and literature
  • Completing money laundering checks
  • Ensuring compliance document is correct and complete
  • Submitting cases to compliance (post client signature)

Producing 'Voyant' reports

  • Inputting data into 'CRM',
  • Updating 'CRM' post meetings
  • Producing 'CRM' reports

Adhering to all processes, complying with the compliance and training procedures

  • Adhering to the templated advice process and ensuring that Financial Planners adhere to this process

Required qualifications and skills

  • Diploma level qualified essential
  • Knowledge of Word, Excel, Outlook, '1st ' software and fully IT literate
  • High level of technical knowledge
  • Attention to detail, thoroughness and accuracy are paramount
  • Ability to plan workloads and manage conflicting demands and deadlines, with a keen and flexible attitude and the ability to work well under pressure
  • Initiative to develop own ideas and projects to assist in the ongoing development of our client proposition
  • Great communication skills, highly motivated with the will to thrive in a challenging and fast paced environment and a strong team player

First Recruitment Services are acting as an employment agency in relation to this vacancy.