Posted on Aug 8, 2019 by CV-Library
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.
Hours: Monday to Friday 9.00am-5.30pm
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
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