PARAPLANNER

Clark James Recruitment LTD

Posted a month ago, valid for 10 days

Bournemouth, Dorset BH11RX, England

£40,000 - £45,000 per year

Full Time

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Sonic Summary

Clark James Recruitment is seeking a Paraplanner for a highly regarded Financial Services business due to business expansion.
The role involves compliance with procedures, producing client letters and suitability reports, and attending client meetings as needed.
Candidates must have previous experience as a Paraplanner and hold a Level 4 diploma or demonstrate equivalent experience.
The position offers a basic salary of £45,000 along with additional benefits.
Only experienced Paraplanners will be considered for this role due to the nature of the work.

ClarkJamesRecruitmentareworkingwithahighlyregardedFinancialServicesbusiness.

DuetofurtherbusinessexpansionourclientislookingtorecruitaParaplannertojointheteam.

Role

ComplywithallComplianceandAdministrationprocedures,assetoutintheCompliantProceduresmanual.
Producenewclient1st&2ndlettersandsuitabilityreportsasrequired.
GatherrecommendationsfromthethePortfolioReviewteam.
Produceclientillustrations,includingobtainingquotesfromtheExchangeportal.
Pre-populateformsforclientscompletion/signature.
Analyseoutcomeofquestionnaires.
Attendclientmeetingstocompletenon-advicepaperworksuchasfactfindsifrequired.
Completecashflowmodellingforclientsandpresenttheseatclientmeetingsifrequired.
Keepuptodatewithcashflowmodellingsoftwareandreportanytrainingneeds.
SupportAdvisersinresearchandanalysistomeetclientneedsandobjectives.
Assistwithtaxreportingworkforclientsifrequired.
Ensurecontinuousprofessionaldevelopmenttomeetpersonaldevelopmentneeds.
Attendprovidermeetingsandseminarswhererequired.
Performmonthlycashbalancechecks.

Candidate

PreviousexperienceworkingasaParaplannerisessential.
Level4diplomaqualified,orabletodemonstratepreviousexperience.
Excellentcommunication,presentationandattentiontodetailskills.
Driventoforgealastingcareerwithinaprofessionalorganisationthatrecogniseshardworkandcommitment.
Presentable.
Confident.

Package

Basicsalaryto45,000
Benefits

***PleaseonlyapplyforthispositionifyouareanexperiencedParaplanner,duetothenatureofthework,ourclientcanonlyconsidercandidatesthatholdpreviousexperience***

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