Paraplanner

Recruiter
Noble Recruiting
Location
Colchester, Essex
Salary
£30000 - £35000/annum
Posted
10 Jun 2017
Closes
10 Jul 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Job Type - Permanent full-time
Location - Essex
Salary - £30,000-£35,000
Start Date - ASAP

Description
An established Independent Financial Adviser firm based in Essex are looking to recruit an experienced Paraplanner (with aspirations to become a Financial Adviser), or a Level 4 qualified Financial Adviser.
 
The candidate needs to be highly driven and organised, with an exceptional attention to detail and work ethic. They must also have excellent written and verbal communication skills and able to work on their own initiative.
 
They will be working closely with the Managing Director of the firm, and must strictly follow the process and procedures already established for continuity and compliance purposes. The recruit will be dealing mainly with private clients to deliver the full spectrum of financial advice which includes, but is not limited to, pension accumulation, retirement planning, investment planning, protection products and estate planning.
 
General duties:
 
Conducting in depth reviews of clients’ personal and financial circumstances, needs and objectives.
Sitting in meetings with the managing director to help complete paperwork e.g. Fact Find, Risk Questionnaire etc.
Production of quotations, illustrations, and all relevant paperwork needed to implement advice provided.
Production of detailed ‘Replacement Policy Forms’ (where relevant) for pension switches, protection contract replacements and investment switches.
Production of Suitability Letters.
R0 exams desired for Paraplanners.
Level 4 qualified for Financial Advisers with current, validated SPS in place.
 
Preferred, but not essential:
 
Experience of Fundsnetwork, Elevate & Transact ‘wrap platforms’.
Experience of Intelligent Office (back-office software).
Knowledge of Threesixty Compliance Services.

Noble Recruiting are an equal opportunities employer

Please note that due to the high number of applications we receive, only successful candidates will be contacted