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Paraplanner

Posted on Aug 8, 2019 by CV-Library

Dorset, United Kingdom
Accountancy
Immediate Start
£35k - £35k Annual
Full-Time
PERMANENT POSITION - Paraplanner - Poole

Are you an experienced Paraplanner looking for a new role? If so our client based in Poole is looking for somebody to join their relaxed and friendly team.

Location: Poole

Hours: Monday to Friday 9.00am-5.30pm

Salary: £35,000

Salary & Benefits:

• Competitive salary

• Free Parking

• 32 days holiday (this will increase by 1 day after each year of service)

• Pension scheme

. Death in Service Benefit

. Ability to buy an extra 5 days holiday.

We are looking for a Paraplanner for our client based in Poole.

Duties & Responsibilities:

Access client's objectives and carry out research to identify suitable solutions to meet client's needs in line with an adviser's recommendations and requests

Discuss cases with adviser and pro actively update the adviser throughout

Carry out financial analysis to draft recommendation reports for review and sign off by the advisers

Prepare relevant paperwork for client's meeting

Compile financial analysis

Ensure all regulatory and compliance standards are met and report any breach to Compliance Manager

Co-operate with Compliance Manager

Liaise with third parties

Ensure that all client requirements are followed through to the appropriate conclusion

Keep up to date with legislation

Participate in online provider webinars for continued technical knowledge and ongoing CPD

Understanding of FCA regulations and guidelines relating to financial services clients

Knowledge & Experience:

• Excellent report writing skills

• Excellent communication skills

• Forward thinking with good initiative

• Previous experience in Paraplanning

This job of Paraplanner is based in Poole with immediate interviews offered at their Poole office.

If you have a Paraplanner experience please get in touch.

We receive a high number of applications on a daily basis so we can only respond to successful applications. If you do not hear from us within 3 working days please assume your application has not been taken forward on this occasion. We may contact you in the future about other suitable positions.

Real Recruitment Solutions place an obligation upon all staff to respect and act in accordance with this policy and consistently review regulations to ensure our policy is updated and relevant across all aspects of recruitment in order to avoid unlawful or undesirable discrimination

Reference: 210569988

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