Paraplanner

Description

Paraplanner – Nationwide Offices – £30,000 - £38,000

Chase & Holland are thrilled to be recruiting for a fantastic UK-wide organisation who are looking to recruit a Paraplanner. This is an organisation that is proud to deliver financial services to customers. We’re looking for an Paraplanner to join on a full-time permanent basis. You will primarily be responsible for supporting the organisation to ensure an efficient service to all customers.

In Return You’ll Receive

Flexible benefits to suit your lifestyle including buy and sell holidays

Hybrid

Pension

Income protection

Life insurance

Paraplanner Responsibilities:

Providing research, analysis & technical support

Preparing recommendation reports and maintaining client records

Analysing clients’ circumstances, objectives & risk profile

Identifying missing client information pertinent to formulating recommendations

Liaising with financial advisers to query/challenge proposed recommendations where necessary

Prepare information / comparisons, ready for analysis by the adviser

Cashflow modelling analysis

Maintaining accurate and up-to-date client and plan records on back-office system

Ensuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures

Handling of other reasonable duties, as defined by the Senior Management Team

Required Skills & Experience:

Experience in an IFA/Wealth Management environment

Must hold or be working toward a Diploma in Financial Planning

Proven experience in a similar role

Team player

Organisational skills

Excellent customer service skills

Excellent problem-solving skills

If you are interested in finding out about this exciting Paraplanner opportunity, please click ‘apply now’.

Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in finance, supply chain, HR, IT and office support recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire

Ad ID: 5416906206