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Position: Paraplanner
Location:
Position Type: Permanent
Sectors/Categories: Financial Services,Paraplanners
Salary: £28000 per Annum
Paraplanner
Location: Yeovil
Salary Indicator: £23,000 - £28,000
This is an excellent chance to join a leading company and work as part of a team, effectively providing assistance to a member of the Senior Management team who leads a team of Professional IFA's.
Responsibilities:
Preparation of detailed Reports in accordance with the Firm's standards and compliance guidelines
Experience of talking face to face with new clients regarding all aspects of Financial Planning, and dealing with any queries
Research product details to provide appropriate recommendations to fee earners and/or Assistant Managers
Provide Technical Support to the relevant Consultants
Maintains client information accurately on financial planning software and maintains client and firm's files in a well presented, accurate and compliant manner
Is familiar with the Firm's best advice panels and the procedure for off-panel recommendations
Attends training courses as identified in order to develop both technical and personal skills and keeps records for CPD purposes
Skills:
Diploma in Financial Planning
At least 3 years experience working with a Financial Planner
A strong knowledge of Investment, Protection and Retirement Products, Trusts and Wills, and the Taxation of investments.
Have previous data research and report writing experience covering both investments and pensions.
Makes recommendations to assignment leaders with proper consideration of pros, cons and consequences and knows when to ask fro support and advice from other colleagues
Has a positive impact with colleagues and clients, speaks clearly and confidently within team and where appropriate, with clients
Experience of working with 1st software
Company Name: Heat Recruitment
Advertised On: Heat Recruitment
Date Posted: 26 May 2011
