Job Type:
Job Sector:
Financial Services
West Midlands
£30,000 to £40,000 per annum
Salary Description:
�30,000-�40,000 per annum, depending on experience
TalentSpa Recuitment
Job Ref:


Location: Rugby, CV23

Salary: �30,000-�40,000 per annum, depending on experience

Hours of Work: Full-time (35 hours per week - 1-hour lunch) / Flexible work hours available

About the Company:

A fantastic opportunity has arisen for a Paraplanner to join an expanding, family run IFA business in Rugby. The financial planning firm specialises in working with clients who are planning for or at retirement.

Paraplanner Responsibilities:

* Collating all required compliance paperwork for client files.
* Compile draft net worth statement; income and expenditure statements and financial cashflow forecasts
* Identify areas for planning by undertaking research both independently and with the Financial Planner to identify suitable solutions to meet client needs
* Prepare information/comparisons for analysis by planner
* Prepare draft recommendation reports and suitability letters
* Complete application / proposals forms and ensure all compliance paperwork is in order
* Implement the chosen investment strategies
* Organising future planning meetings with clients for review of client investment portfolios.
* Communicate with key stakeholders effectively in relation to cases and deal effectively with queries from clients and other parties.
* Establish and build strong relationships with clients.

Paraplanner Requirements:

* Understanding of the Financial Planning process
* Able to work within defined business processes and achieve agreed outcomes without supervision
* Able to prioritise and plan own workload, as well as multi-task effectively
* Possess good IT skills
* Excellent report writing skills, with high level of accuracy and attention to detail
* Excellent inter-personal skills, both written and verbal
* Ability to work independently and in a team
* Passion for further learning and the wider profession
* Solid Industry experience
* RDR Level 4 Diploma Compliant qualification
* Excellent knowledge of retirement products and drawdown would (Advantage)
* Previous experience in using Intelligent Office & or Dynamic Planner (Advantage)

Paraplanner Benefits:

* Competitive salary
* Full training and support in your role
* Opportunities for development and grow with the company
* The full-time role is office based

If you think that you are suitable for this Paraplanner role, please apply now!

Contact Details:
TalentSpa Recuitment
Tel: 0844 8700 926
Contact: .

You may return to your current search results by clicking here.


This website uses cookies. Read our cookie policy for more information. By continuing to browse this site you are agreeing to our use of cookies.

Latest Job Listings