Paraplanner
- Recruiter
- Page Personnel Finance
- Location
- Witney
- Salary
- 34000.00 GBP Annual
- Posted
- 03 Aug 2018
- Closes
- 31 Aug 2018
- Sectors
- Banking & Financial Services
- Contract Type
- Permanent
- Hours
- Full Time
We are actively seeking Para Planners to join our long standing financial client based in Witney. This is a great opportunity for someone to provide support and produce compliant reports, documentations and advisory to clients across the firm.
Client Details
My client are slowly but successfully growing across the UK, with other offices opening they are seeking driven Para Planner's to progress in their Witney offices, gaining further knowledge in expertise. With excellent benefit packages, this is an amazing opportunity to join a friendly but successful team.
Description
- To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
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To work with and support other employees working within the various departments of the company
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Production of new business reports and recommendations
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Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis
- Liaise with Business Administration for any additional information required
- Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
- Analyse client information and existing investments/insurances, identifying any gaps in the clients' financial plans
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Take part in any relevant in-house or external training as required
- To attend relevant seminars and other presentations as appropriate to the needs established in the adviser's Training Needs Analysis review
- To retain a record of personal CPD in order to meet requirements
- Make recommendations as to how the firm's systems and procedures might be improved
- Comply with the FCA's Treating Customers Fairly requirements, and other requirements set out in the company manual and processes
- To maintain records in accordance with compliance requirements as set out in its compliance manuals and procedures
Profile
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Willingness to undertake study
- Knowledge of Microsoft Word Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
- Able to work on own initiative as well as part of a team, whilst managing workloads
- Ability to work under pressure at times
- Excellent Organisational Skills
- Able to mentor Junior members of the team
- Ideally at least 5 years' experience in the financial services industry
Job Offer
WHATS ON OFFER FOR YOU?
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Non Contractual Company bonus
- Pension Scheme
- Operate private medical insurance and permanent health insurance schemes
- Life assurance - you will benefit from cover at 4 x your basic salary from your first day of employment
- Able to join the company Dental Care Scheme at discounted corporate rates
- Holiday entitlement, 25 days per year plus bank holidays, increasing to 27 days after 5 years
- Company provides full exam support, e.g. costings, days off, support
- Free Parking On site