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Paraplanner

Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Kettering, Northamptonshire
Industry:
Salary: £32,000 - £40,000
REF: 895840
Contact Name: Kate Goodman
Contact Email: kgoodman@vanillarecruitment.co.uk
Job Published: 3 months ago

Job Description

Our client, an Independent Financial Advisors with a good local reputation for high quality personal service, is seeking an experienced Paraplanner to join their growing organisation.

The successful candidate will support a small team of advisors through the use of sophisticated software systems to provide technical research and analysis of existing products, policies and funds along with the composition of compliant suitability reports.

This will be a busy and varied position and a fantastic opportunity to work in a great environment with fun, hard-working people.

Duties and responsibilities:

  • Accurately and efficiently support the advisors to enable the achievement of targets
  • Preparing information/ comparisons for analysis
  • Review/ analyse investment portfolio/ asset allocation/ risk profile
  • Prepare draft recommendation letters and compliant suitability reports with agreed recommendations
  • Liaise with clients' legal and tax advisers
  • Ensure all compliance paperwork is complete and in order
  • Implementing chosen investment strategies
  • Establish strong client relationships
  • Incorporate the principles of Treating Customers Fairly (TCF) into all contact with clients

Skills and experience required:

  • Level 4 Diploma in Financial Planning or working towards this qualification
  • Previous experience of Paraplanning within an IFA environment
  • Experience of Intelligent Office, Webline, Mortgage Brain, Excel & Word is desirable
  • Excellent attention to detail and accuracy
  • In-depth understanding of compliance
  • Prioritise and plan own workload

Salary and benefits:

  • £32,000 - £40,000
  • 25 days annual leave plus 8 bank holidays
  • 2 x DIS
  • Company Pension
  • On-site parking