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Position: Paraplanner
Location:
Position Type: Permanent
Sectors/Categories: Financial Services,Paraplanners
Salary: £25000 per Annum
Paraplanner
Location: Bath
Salary: £25,000 - £30,000
This is a chance for Diploma qualified Paraplanner experienced in a professional environment to join the FS arm of a top Accountancy practice and progress their career.
Duties and Responsibilities:
To provide full Financial consultants in the South West, to ensure clients expectations are met
Prepare and produce clear and concise recommendation reports using information supplied by Consultant that follows guidelines laid down by the Company
Support the consultant in research to identify suitable products to meet client's needs using all available resources (Synaptic, Exchange, Money Marketing, existing client information, Broker meetings etc)
Gather written information on existing client products and summarise using Company summary templates to support recommendations to clients
Assist with portfolio construction in order to establish client options
Where required, attend client meetings with Consultant to gather and record 'knowing your client information' on appropriate forms and summarising action points
Update Intelliflo and paper files daily to ensure accurate and up to date business written and client records are maintained, to standards laid down by the Company
Skills and Qualifications:
Achievement of full FPC / Certificate in Financial Planning
Achievement of or working towards Diploma in Financial Planning
Ongoing technical learning through reading trade publications, workshops and specialist reading, courses etc.
Ongoing compliance learning
Minimum one year experience in a paraplanner role within IFA environment and 2-3 years experience in a financial services support role.
Product knowledge of Pensions (Individual & Corporate inc transfers), Protection (Individual & Corporate), Investments (On & Offshore), Wrap platforms
Company Name: Heat Recruitment
Advertised On: Heat Recruitment
Date Posted: 23 June 2011
