Paraplanner

Posted 10 April by TEMPLEGATE RECRUITMENT

Job Title:Paraplanner

Location: Boston

Salary: £20,000 to £30,000 dependent upon qualifications and experience

Benefits: Company Pension, Progression opportunities,

My client is looking for an exceptional individual to join its rapidly expanding team of experienced advisers and paraplanners. This exciting opportunity offers an excellent career progression path within the paraplanning team.

Level 4 qualification is desirable, on offer is an excellent starting salary,and the opportunity to progress

Duties will Include:

Ensure all suitability reports are completed compliantly

Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs

Prepare suitability letters in accordance with the agreed recommendations

Oversee all administrative tasks ensuring they are completed accurately and in a timely manner

Carry out regular due diligence on our preferred platforms/providers

Help front office to prepare for new client meetings and annual planning meetings for existing clients

Ensure all incoming client communications are handled promptly

Oversee preparation of quarterly valuations

Oversee administration of Group Pension and Life Schemes

Preparing asset allocation reports and files for meetings as well as recommendation reports

Occasional attendance at client meetings, where detailed analysis has been prepared

Skills and Experience required:

Level 4 Qualified or Certificate of Paraplanning from the CII or from CISI is preferable

Experience in a Paraplanner role

To have a good knowledge of back office systems

Good communication skills, both written and verbal, and an excellent telephone manner

If this is not the right role for you, please call us for a confidential chat as we might be recruiting for a role that is not necessarily advertised.

Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for.

Required skills

  • Administrative
  • Analysis
  • Communication Skills
  • Paraplanning
  • Reports

Application questions

Are you CeMap qualified?
Do you have a Level 4 Diploma?

Reference: 33737810

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