Para-planner
- Recruiter
- Integrity Resource Solutions
- Location
- Chester
- Salary
- Competitive
- Posted
- 24 Jun 2017
- Closes
- 28 Jun 2017
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
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.