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Paraplanner

Posted on Feb 14, 2020 by CV-Library

Somerset, United Kingdom
Accountancy
Immediate Start
Annual Salary
Full-Time
One of the UKs largest business advisory firms are looking to add to their Financial Planning team. With over 150 years’ experience in the industry, this is a great opportunity for a Paraplanner to join a forward-thinking business. Job Description: This highly reputable firm are looking to add a Paraplanner to their workforce. The role will see you carry out high quality paraplanning duties for the Partners and Advisors within the firm. The role will involve: * Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings * Receiving instructions from meeting notes/tasks from Financial Planners following client meetings. * Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken. * Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives. * Contacting third parties and providers to gather detailed information. * Generating and accurately saving research undertaken in a structured and consistent format. * Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives. * Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports * Analyse and provide specific client portfolio reporting. * Carrying out all tasks in a manner consistent with compliance procedures. * Keep up to date with legislation and product changes by attending and maintaining continuous professional development. * Ability to work efficiently under own initiative with impeccable attention to detail. Key Skills/Experience Required: Candidates will ideally be Diploma qualified and must have previous paraplanning experience. Knowledge of cashflow modelling and associated software would be advantageous. Salary/Benefits Information: Competitive Salary dependant on experience and qualifications. Contact: Karen Cummins Reference: KC/22848 Candidate care: By responding to this advert, you consent to Cavendish Maine processing the personal data included within this application. If your application is successful, we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application. Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please call us to advise. In the meantime, we would like to thank you for your interest in Cavendish Maine

Reference: 211721729

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