Paraplanner

Paraplanner - Sunderland

Competitive salary based on experience, study support and comprehensive benefits package.

Career paths into advising or compliance, if this is a long term aspiration.

My client, a leading financial services practice, is looking for an experienced Paraplanner to join their team on the outskirts of Sunderland. This is an excellent opportunity to join a successful organisation that has a long and impressive history of helping clients achieve their financial goals.

The Role

The purpose of this role will be to provide technical support to a team of financial planners who deal with a range of wealth management issues including pensions, investments and protection.

You will have the opportunity to further develop your knowledge of the financial services sector, with ongoing in-house training and development.

Duties will include:

* Conducting research on products and providers, assisting them in finding the right solutions for clients
* Creating suitability reports justifying the reason for each piece of advice
* Writing Financial Planning Reports for planners to present to clients
* Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries
* Arranging for plans to be submitted to provider companies liaising with administrators
* Maintaining client records on the company software and ensuring the client and firm's files are well presented, accurate and compliant
* Preparation of client review packs
* Keeping up to date with financial products and legislation
* Complying with all company and industry guidelines, rules and regulations

The ideal candidate will have:

* Experience working in a similar role in the financial services sector
* A good understanding of financial services products and the regulatory framework
* Excellent communication and customer service skills
* The ability to work to tight deadlines
* Strong organisational skills
* The ability to work independently and as part of a team
* A professional and confident telephone manner

The successful candidate will be rewarded with a competitive salary, depending on level of qualification and experience.

This is an exciting opportunity to join a highly successful organisation and make a real difference to their clients. If you have the right skills and experience, then we would love to hear from you.

So, if you are looking for a rewarding role that will allow you to develop your financial services knowledge and skills, then this could be the perfect role for you.

To apply, please submit your CV or contact Jenny on jenny @ tempestjones . com