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PARAPLANNER
Job Posted: 5 days ago
Salary: £ Competitive
Job Type: Permanent
Location: Cardiff, South Glamorgan
Expire in: 23 days
Job Description
Clark James Recruitment are working with a leading Financial Services business that genuinely puts Financial Advice and clients as their highest priority.
Due to expansion our client is looking to recruit a Paraplanner to join the business.
Role
* To provide technical and research support to Financial Planners in the delivery of their advice to clients.
* This support includes completing research and analysis, preparing suitability letters and writing client reports.
* Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings.
* Receiving instructions from meeting notes/tasks from Financial Planners following client meetings.
* Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
* Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
* Contacting third parties and providers to gather detailed information.
* Generating and accurately saving research undertaken in a structured and consistent format.
* Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
* Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports.
* Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
* Participate and contribute to the investment committee meetings.
* Ability to work efficiently under own initiative with impeccable attention to detail.
Candidate
* Confident and well spoken.
* Excellent telephone manner.
* Excellent IT skills.
* Excellent attention to detail.
* Educated to GCSE level.
Package
* £35,000+ depending on experience and qualifications.
* 4 day working week – Monday to Thursday (9.00am – 5.00pm), no Friday working.
* Very generous annual leave entitlement + bank holidays.
* Additional week off between Christmas and new year without the need of using any annual leave.
* Company Pension Scheme after 3 months.
* Private Medical Insurance after 12 months service.
* Free parking on site.
* Summer and Christmas discretionary bonus (depending on company profitability and staff performance).
* 6 monthly Personal Development Reviews & Quarterly one-to-ones.
* Team Away day every January, Summer social every August.
* Client Christmas Event, Staff Christmas EventBefore You Apply
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