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Paraplanner

Posted on Jan 18, 2020 by CV-Library

Tinwell, Rutland, United Kingdom
Accountancy
Immediate Start
£30k - £30k Annual
Full-Time
AWESOME PARAPLANNERS WANTED DO YOU LIKE FOOD? ARE YOU PARTIAL TO A DECENT CUP OF TEA? WHAT DO YOU EAT FOR BREAKFAST? Now hopefully those three questions will give you an insight into our clients' daily conversations they have in between multitasking a number of their financial services clients! Established as a trusted and reliable provider of administrative and paraplanning support for Financial Advisors across the country. The team pride themselves on being a natural extension to their client’s businesses, therefore they need a team that excels at customer service and goes above and beyond in their efforts to work as one team. Our client is looking to expand their quirky little team and has an opportunity for a Qualified to Diploma Level Paraplanner who is looking for a vibrant friendly company. Love dogs? then this is the place for you, part of the quirky team is MAISIE the Miniature DACHSHUND who loves to entertain. Fancy it? Offering Paraplanning services to clients in: * Suitability Report writing * Pre Sales plans * Research Documents & Reports * TVAS completion & reporting * Ongoing Support * Template Libraries * Due Diligence - Platforms / DFMs / Stakeholder etc Primary Paraplanner Duties: * You will maintain a good working relationship with existing clients. * You will research - products, investment solutions and financial planning strategies. * Paraplanning - production of compliant reports/suitability letters. * You will develop client banks for both existing and new clients. * You will ensure all business is conducted in an ethical and compliant manner. * You will provide support to the compliance function, including but not restricted to complaint handling, project work, ensuring the firm adheres to FCA and other requirements, production/maintenance of suitability templates, training and competence scheme. * Assisting with team training and development as and when requested. Paraplanner Skills and Behaviours This role will suit someone who is: * Professional with a sense of humour and doesn't take themselves too seriously * Have a high level of attention to detail and prioritisation to meet tight deadlines * Maintains an excellent client relationship * Excels in a high paced environment * Research & reporting skills. * High level of Financial planning technical skills This is not a boring job - it's one that will excite you, make you laugh (a lot in our clients' office) and feel the flexible benefits of working for a company that is young and understanding of the new flexible world we live in! So what are you waiting for? Apply now! Don't forget to include your CV, Location and please tell us why our roles sound interesting to you. Oh and by the way - we pay you too and pretty well! Salaries are dependant on experience from £30k

Reference: 211549970

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