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Paraplanner

Posted on Jul 2, 2020 by CV-Library

West Yorkshire, United Kingdom
Accountancy
Immediate Start
£25k - £35k Annual
Full-Time

Paraplanner Salary Negotiable dependent on Experience My client, an award-winning businesses within the Financial Services industry, are looking for experienced paraplanners with a proven track record in dynamic, fast paced financial services businesses to join their team. Roles and responsibilities: * The role of Paraplanner involves providing a high level of technical support to advisers, ensuring that all recommendations are technically accurate and provide ‘best advice’ for the client. * The successful candidate will act as a ‘second pair of eyes’ for the adviser they support, identifying items which may affect the advice being given or the internal file review process. * They will also be required to meet the key performance indicators (KPIs) specified by the company and to take responsibility for personal development- a robust framework and support network are available to all at the Company to enable individual training and development whilst enabling the team to maintain the technical knowledge required for the performance of this role. * Accuracy and timeliness are key and whilst there is a team of administrators to assist, the successful candidate will obtain illustrations, fund fact sheets and all related Compliance documentation and prepare suitability/reason why letters/reports and recommendations. They will also package letters for clients, including all necessary application documentation to the highest standard. Requirements: * The role holder will be able to demonstrate a full working knowledge of the main Financial Services Products including Life, Personal Pensions and Investments. Ideally, they will have QCF level 4 Diploma in Financial Planning or a willingness to work towards this, with support provided. * We’re looking for highly organized, positive, self-motivated individuals with a flexible approach to work. The successful candidates will be able to work to deadlines, follow business processes and procedures, demonstrating accuracy, good time management and attention to detail. In return, we can offer exciting career opportunities within a fast growing business and some degree of flexibility around core office hours. We are ambitious and we’re looking for likeminded, motivated self-starters to join our team. We are fully committed to talent management and the development of our people in line with their own career aspirations. For more information, or to apply for this role, please contact Katie Shaw at M65 Jobsearch


Reference: 212165506

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