PARAPLANNER

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 experience

Ad ID: 5417414595