Paraplanner
- Recruiter
- Confidential
- Location
- Norwich
- Salary
- 24000.00 - 25000.00 GBP Annual
- Posted
- 26 Aug 2020
- Closes
- 23 Sep 2020
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Paraplanner/PA
Norwich
Permanent
DOE
Our client is a highly regarded Financial Planning business which currently seeks to recruit a PA/ Paraplanner to join their well-established team.
Based from their offices in Norwich you will be required to provide paraplanning support to a team of Financial Advisers on a daily basis. You will be the technical support member of the team and you should therefore have in depth experience as a Paraplanner within an established organisation.
Duties include:
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
Undertake research to identify suitable solutions to meet the client's needs.
Request and obtain information/comparisons for analysis by the Adviser within agreed time frames.
Consider current and future allocation of assets for investment strategy with regard to client risk profile.
Check all compliance paperwork and internal sign off documents are present.
Prepare draft recommendation reports to be discussed and signed off by the Adviser.
Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
Request and obtain application forms and other associated paperwork.
Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
On-going servicing of clients
Key competencies:
Must have a sound knowledge of pensions and investments
Ability to work within a defined business process in a high-pressure environment with attention to detail imperative.
Ability to multi-task and prioritise, plan own workload and manage Advisers' expectations.
A 'can do' positive approach to work.
Good communication skills.
In the first instance please submit your cv to (url removed)
Norwich
Permanent
DOE
Our client is a highly regarded Financial Planning business which currently seeks to recruit a PA/ Paraplanner to join their well-established team.
Based from their offices in Norwich you will be required to provide paraplanning support to a team of Financial Advisers on a daily basis. You will be the technical support member of the team and you should therefore have in depth experience as a Paraplanner within an established organisation.
Duties include:
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
Undertake research to identify suitable solutions to meet the client's needs.
Request and obtain information/comparisons for analysis by the Adviser within agreed time frames.
Consider current and future allocation of assets for investment strategy with regard to client risk profile.
Check all compliance paperwork and internal sign off documents are present.
Prepare draft recommendation reports to be discussed and signed off by the Adviser.
Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
Request and obtain application forms and other associated paperwork.
Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
On-going servicing of clients
Key competencies:
Must have a sound knowledge of pensions and investments
Ability to work within a defined business process in a high-pressure environment with attention to detail imperative.
Ability to multi-task and prioritise, plan own workload and manage Advisers' expectations.
A 'can do' positive approach to work.
Good communication skills.
In the first instance please submit your cv to (url removed)