Financial Paraplanner

1 day left

Peter Jones & Associates
Northampton, Northamptonshire
Salary in the region of £28,000 to £35,000. Negotiable depending on experience
13 Oct 2016
27 Oct 2016
Contract Type
Full Time

Experienced paraplanner required to become an integral part of our team. Your role will be busy and varied.

Responsibilities include:

  • Working with two financial advisers to complete factfinds and other paperwork
  • Prepare and maintain client files
  • Maintain ongoing client review diary
  • Conducting product analysis / research
  • Produce complex suitability reports
  • Liaise with product providers and insurers
  • Support and work with administrator to ensure smooth completion of business
  • Fund research and assist with portfolio reviews
  • Awareness of compliance required on files and keep up to date re changes.
  • Implement new changes / procedures as required.
  • Point of contact for clients

Skills required (essential)

  • Excellent understanding of the financial planning process
  • Past experience as a paraplanner
  • Diploma Level 4 Qualification or working towards it
  • Motivated
  • Organised and can prioritise your own workload
  • Can work under pressure
  • Report writing and communication skills
  • IT skills
  • Attention to detail

Other skills (useful)

  • Experience of Intelligent Office
  • Experience of FE Analytics
  • Experience of Selectapension
  • CF30
  • Other relevant qualifications

Career development - opportunity to take on other compliance duties and Compliance Officer role.