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Paraplanner - Crawley - up to £40,000

Posted 1 March by Centrepoint Recruitment Consultants Easy Apply Ended

Paraplanner - to £34,000 to experience + excellent benefits

Innovative creative working environment, working alongside highly professional Advisors, committed to maintain high service standards and long term client relationships.

  • Supporting new client and existing clients, with respect to wide range of Pensions and Investment business.
  • Undertaking portfolio reviews; undertaking product research, fund comparisons
  • Liaising with product providers
  • Preparing reports and recommendations
  • Preparation for client meetings
  • Ensuring that all business compliantly researched and processed
  • Responding to day to day client queries and correspondence

Skills and experience required:

  • Level 4 Diploma in Financial Planning
  • 3 years + current/recent experience in a Paraplanning role
  • A good understanding of a wide range of Pensions, Investment and Income Protection business
  • Up to date knowledge of FCA regulatory requirements
  • Confident in using IFA research software and financial analytics
  • Strong written and verbal communication skills
  • Desire to continue with on-going professional study, and to keep up to date with market developments

Required skills

  • Investment Management
  • Paraplanning
  • Wealth Management
  • Independent Financial Advice

Reference: 33730109

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