Our independent financial advice firm, require a Para planner to provide support ensuring the highest possible standard of client service . They are a growing Chartered Financial business and have offices in Solihull with parking facility
Working closely with the advisers and Administrators, to support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures. Key responsibilities include:-
·Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Planners to gain an understanding of the client requirements discussed and agreed.
·Undertake quotes using relevant in-house platforms or request quotes from external providers.
·Undertaking the necessary research and analysis
·Compile suitability reports detailing the recommended advice to suit the client’s needs, uploading the report into the relevant portals
The Candidate Essentials
·Financial Planning qualifications and ideally level 4 diploma but that's not essential
·Demonstrable para planning experience in an financial advice firm
A competitive basic salary is on offer together with employee benefits