This Job Vacancy has Expired!

Paraplanner

Posted on Jul 12, 2019 by CV-Library

Cheshire, United Kingdom
Accountancy
Immediate Start
£25k - £30k Annual
Full-Time
Seneca Bridge are working with an award-winning, truly independent, bespoke wealth management company seeking a highly professional, experienced Paraplanner to support the Financial Planner(s) and Adviser(s).

Your responsilities include...

Supporting the Financial Planner(s) and Adviser(s) in research and analysis to meet Client needs and objectives

Supporting the Financial Planner(s) and Adviser(s) in preparing Client financial plans and suitability reports

Developing and maintaining internal relationships to help maintain business flow and meet agreed targets

Promoting the profile of the business within the profession and wider communities

Continuous professional development to meet regulatory requirements and personal development needs

Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

Day to day you will...

Preparing and compiling financial analysis data

Analysing Client data and preparing cash flow analyses

Researching products to support recommendations

Compiling financial planning recommendations and suitability reports

Providing support for the Financial Planner(s) and Adviser(s)

Ensuring that all regulatory and compliance standards are met

Liaising with product providers and other relevant third parties

Ensuring that all Client requirements are followed through to the appropriate conclusion

Managing, recording and monitoring Client annual reviews on behalf of the Financial Planner(s) and Adviser(s)

Assisting the Financial Planner(s) and Adviser(s) with Client presentations and any other activities as agreed

Individual workflow and task delivery

Assisting the Head of Research with annual technical reviews of services and products

Must have...

Demonstrable experience within a similar role

A suitable qualification - ideally Level 4

Excellent IT skills - all Microsoft Packages

Excellent attention to detail

In return for your commitment and hard work our client offers a competitive salary and benefits package but furthermore, an opportunity to develop your career within the business.

We are actively recruiting and therefore urge you to apply today

Reference: 210407873

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