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Paraplanner

Posted on Feb 26, 2020 by CV-Library

Haywards Heath, West Sussex, United Kingdom
Accountancy
Immediate Start
£30k - £40k Annual
Full-Time
A Financial Planning practice based near Haywards Heath has an excellent opportunity for a Paraplanner to join their team. Reporting to the Paraplanning Manager, the successful candidate will work alongside and collaboratively with a team of fellow Paraplanners and Administrators, to support the Advisers and ultimately providing the client with a professional and positive experience. Main Duties * Identify and gather any outstanding relevant quantitative information required to compile a financial report * Liaise with product providers and other relevant third parties over the phone and via email to complete full investigations and product breakdown to support recommendations and to enable decision-making * Organise and update relevant data using in-house database system * Assist with the accurate completion of application and proposal forms both online and offline * Check all compliance paperwork is present on submission of reports. * Discuss and establish client objectives with the Financial Advisers * Support the Financial Advisers in research and analysis to meet client needs and objectives, including the analysis of Client data and preparing cash flow analyses * Complete strategy documents, suitability letters and reports * Provide technical support and qualified knowledge to Financial Advisers, Personal Assistants and the Administration team as well as other members of staff where required Requirements * At least three years’ relevant experience within a financial services role, ideally in a financial planning practice environment * Qualified to Diploma Level within CII * Experience with estate planning, including working with trusts and ideally with DB transfers * Excellent interpersonal skills, both oral and written. * Confident and self-assured with a positive approach to change, ability to remain calm and work well under pressure. * Detailed and accurate in every aspect of the role. * Excellent report writing, problem solving and decision-making skills. * Good knowledge of Microsoft Office/IT skills. The role offers an excellent package including competitive salary and benefits package. If you would like to apply for this role, please contact John Lawrie

Reference: 211793728

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