Paraplanner

Posted 17 July by Elliott James Recruitment
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Paraplanner
Gloucestershire
30-45k

Successful Financial services firm experiencing excellent growth are looking for a Diploma level 4 qualified Paraplanner to support their Chartered Financial Planners. Great opportunity to work alongside excellent mentors and evolve your career within the firm. Opportunities to progress further within Paraplanning would be available to the right person.

Responsibilities

Report writing, including suitability letters
Providing full research and analysis of products
Preparing technical information for client meetings
Performing pension switching analysis

Writing client suitability reports

Analysing Defined Benefit transfers

Cashflow modelling

Performing analysis on a client's investment portfolio
Ensuring client files are fully compliant
Updating back office systems with client and product information
Ensuring that all client Financial Questionnaires are up-to-date

Ensuring clear audit trail throughout the advice process so that any file reviews are passed
Issuing policy documentation to clients

Skills & Qualifications

Previous experience within a Paraplanning role is essential, Ideally Level 4 Diploma or above
Excellent communication skills
Enthusiasm and motivation to further your career

If your skills and experience match this role, please forward your CV in a word format
Elliott James Recruitment is acting as an Employment Agency in relation to this vacancy.

Reference: 40615538

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