Paraplanner

Job Type:
Permanent
Job Sector:
Financial Services
Region:
West Midlands
Location:
Rugby
Salary:
£30,000 to £40,000 per annum
Salary Description:
�30,000-�40,000 per annum, depending on experience
Posted:
14/11/2019
Recruiter:
TalentSpa Recuitment
Job Ref:
TD/PD/PAP

Paraplanner

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: .
Email:

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