Paraplanner

Posted 26 May by North Oak Recruitment Ltd
Featured

Paraplanner

Leicester (AL1047) - part home working available

Salary £35,000 to £45,000 (dep on experience) + benefits

Paraplanner

Leicester (AL1047) - part home working available

Salary to £45,000 + benefits

My client is a successful, innovative financial planning practice, offering high quality, client-focused, service based advice. They now have an exciting new vacancy for an experienced Paraplanner to join their team.

About the Role

Providing detailed, accurate and relevant information to the financial planners concerning specific customer requirements, responsibilities will include:

Evaluating providers and products

Researching funds and asset allocation modelling

Cash flow modelling

Preparation of suitability reports for discussion with financial planners

Preparing and maintaining compliant client files

Liaison with providers, clients and industry professionals

Preparation of annual client reviews

Implementing recommendations

Essential Criteria

Proven experience as a paraplanner

Diploma level 4 qualified (Will consider someone nearing completion)

Analytical skills

Progress with Advanced Diploma exams/desire to progress to Chartered status

Detailed understanding of the investment marketplace

Excellent communication skills.

Strong numeracy skills.

Client service experience

Excellent attention to detail.

Organisational skills

Problem-solving

Team player.

Honesty & Integrity

Proficient in MS Office Word and Excel.

Desired Skills

Commercial awareness.
Working Knowledge of CRM Platforms (IO)

My client provides a supportive environment investing in staff training and development along with encouragement and support for further professional exams.
They offer an inclusive culture with a comprehensive wellbeing programme, including access to social events, courses and health initiatives.

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.

Required skills

  • Investments
  • Paraplanning
  • Pensions
  • Wealth Management
  • Retirement Planning

Application questions

Do you have paraplanning experience?
Are you Diploma level 4 qualified (or close to completion)?

Reference: 42510532

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