Para-planner

Para-planner

Location Chester

Description

Para-planner, competitive base salary plus a good benefit package.

My client a successful, independently owned, corporate solutions and wealth management consultancies are currently recruiting for a para-planner to support to join their growing team.

Responsibilities

• Provide Para planning support to two or three advisers,
• Help provide solutions to client's needs and give them a service which surpasses their expectations
• Dealing with day to day client and provider enquiries
• Preparing for client meetings including checking that all compliance paperwork is present.
• Attending client meetings and taking minutes
• Analysing and Interpreting data obtained during client meetings
• Reviewing client's existing products to determine whether they meet the client's current objectives
• Preparing product comparisons for analysis by advisor
• Drawing up draft recommendation reports ensuring they meet clients objectives.

Essential Requirements

• 2 year's experience in a Para planning role
• Qualified to Level 4 Diploma for Financial Advisers (DipFA??)
• The ability to work with advisers to extract the information required to prepare financial plans and recommendations
• Able to research protection, pension and investment products and an understanding of the key information required that may affect a recommendation
• Undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required
• An understanding of investment risk and the ability to construct recommendations consistent with a clients agreed risk appetite
• The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
• Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
• Excellent report writing skills
• Experience of Microsoft Word, Excel, Outlook and provider platforms.

If you believe this is the opportunity to you achieving a highly successful and rewarding career then send your CV today for immediate short-listing.