Paraplanner
- Recruiter
- Anonymous
- Location
- Fleet
- Salary
- Competitive
- Posted
- 14 Mar 2018
- Closes
- 22 Mar 2018
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Our client, a financial advice business is seeking an experienced or trainee Paraplanner to join their team and provide paraplanning support to the businesses Consultants.
Key responsibilities:
* Ensure that all aspects of the client's financial needs are documented by reviewing meeting notes and fact-finds
* Challenge the Consultants if there are any gaps in fact-finds/client notes
* Use various research tools to ensure independent and holistic advice is provided to the client
* Draft suitability reports based on the research findings and using technical knowledge/experience alongside approved templates and send off for approval by the Consultant
* Ensure that all MI is tracked and up to date
Skills and experience:
* Diploma in Financial Planning
* Strong knowledge of pensions and investments
* Previous paraplanning experience
If you are interested in this Paraplanner position and demonstrate the relevant skills and experience then please apply now
Key responsibilities:
* Ensure that all aspects of the client's financial needs are documented by reviewing meeting notes and fact-finds
* Challenge the Consultants if there are any gaps in fact-finds/client notes
* Use various research tools to ensure independent and holistic advice is provided to the client
* Draft suitability reports based on the research findings and using technical knowledge/experience alongside approved templates and send off for approval by the Consultant
* Ensure that all MI is tracked and up to date
Skills and experience:
* Diploma in Financial Planning
* Strong knowledge of pensions and investments
* Previous paraplanning experience
If you are interested in this Paraplanner position and demonstrate the relevant skills and experience then please apply now