Paraplanner

Posted on Aug 1, 2019 by CV-Library

Greater Manchester, United Kingdom
Accountancy
Immediate Start
£25k - £35k Annual
Full-Time
Harrison Sands are currently looking to recruit a Diploma qualified Paraplanner for a client of ours based in Manchester City Centre. Reporting to the directors your main duties and responsibilities will be:-

Main duties and responsibilities:-

Collate, check and maintain client files in accordance with compliance requirements

Assist in creating financial planning solutions based on client objectives

Undertake necessary research in order to meet clients' needs

Prepare suitability letters in line with agreed recommendations

Analyse client investment portfolios and prepare supporting documentation for client review meetings

Collaborate with advisers and support staff to ensure new business submitted and ongoing servicing levels meet with required standards

Ensure that recommended contracts and investments are implemented as per advice provided

Complete client review work within the required timescales

Provide information to advisers as requested

Communicate professionally with clients as required

Attend technical knowledge seminars and investment meetings as required

Other tasks as required to aid the smooth running of the business

Maintain an up to date and accurate CPD recordIdeal skills required:-

Excellent report writing skills

Ability to analyse data and statistics

Excellent IT skills including proficiency in Microsoft Word and Microsoft Excel

Familiarity with investments, pensions and protection products

Ability to conduct research for appropriate providers and investments

Good understanding of compliance issues

Good organisational and time management skills including being able to deal with a number of tasks at once and prioritise work accordingly

Ability to build effective working relationships with colleagues and work in a team environment

Have a responsibility for good time keeping and be prepared to work beyond the standard office hours in certain situations where work is time critical

To be committed to the principle and ethos that the client always comes firstIn return my client is offering flexible working hours, an excellent competitive salary package, 26 days holiday plus your birthday off and ½ day Christmas Shopping Day. They also offer a performance related bonus, death in service, pension scheme and full support for any exams.

If you are interested in working for this growing Wealth Management company who are focused on helping individuals and businesses understand and plan for their financial future and feel you have all the skills that they are looking for then please click apply. Please forward salary requirements with any applications.

Harrison Sands are an employment agency acting on behalf of their clients

Reference: 210479087

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