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PARAPLANNER
Job Posted: a day ago
Salary: £ 40,000 - 45,000 / Annum
Job Type: Permanent
Location: Bournemouth, Dorset
Expire in: a month
Job Description
Clark James Recruitment are working with a highly regarded Financial Services business.
Due to further business expansion our client is looking to recruit a Paraplanner to join the team.
Role
* Comply with all Compliance and Administration procedures, as set out in the Compliant Procedures manual.
* Produce new client 1st & 2nd letters and suitability reports as required.
* Gather recommendations from the the Portfolio Review team.
* Produce client illustrations, including obtaining quotes from the Exchange portal.
* Pre-populate forms for clients completion/signature.
* Analyse outcome of questionnaires.
* Attend client meetings to complete non-advice paperwork such as fact finds if required.
* Complete cashflow modelling for clients and present these at client meetings if required.
* Keep up to date with cashflow modelling software and report any training needs.
* Support Advisers in research and analysis to meet client needs and objectives.
* Assist with tax reporting work for clients if required.
* Ensure continuous professional development to meet personal development needs.
* Attend provider meetings and seminars where required.
* Perform monthly cash balance checks.
Candidate
* Previous experience working as a Paraplanner is essential.
* Level 4 diploma qualified, or able to demonstrate previous experience.
* Excellent communication, presentation and attention to detail skills.
* Driven to forge a lasting career within a professional organisation that recognises hard work and commitment.
* Presentable.
* Confident.
Package
* Basic salary to £45,000
* Benefits
***Please only apply for this position if you are an experienced Paraplanner, due to the nature of the work, our client can only consider candidates that hold previous experienceBefore You Apply
Do not include the following in your job application, CV, or cover letter:
- Bank details.
- National Insurance number.
- Date of birth.
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