Sales Support / Paraplanners

Direct Appointments
£25000 - £26000/annum dependent on experience+bonus+bens
10 Jun 2017
10 Jul 2017
Contract Type
Full Time
Direct Appointments is currently seeking several Sales Support / Paraplanners with a proven track record of relevant experience to compliment our financial planning client’s existing team and to be based in Stockpot, Greater Manchester. Currently one of the Top 100 advisory firms in the country and one of the North West’s leading financial advisory firms, our client is growing rapidly and offers great development opportunities.

The Key Responsibilities of the Sales Support / Paraplanners are:
• Ideally, having one years’ experience working within an investment / financial planning or Financial services environment providing 1:1 support to one of our Financial Planners
• Research preparation for client review meetings (portfolio reports are prepared separately by our administration team)
• New business research and preparation of suitability reports following any recommendations made to our existing client bank (this would include top ups to existing investments such as ISA's/Pension contracts), ensuring they contain all necessary client information and the background
• Liaison with product providers to ascertain any policy information which may be required for your research
• Comfortable preparing detailed letters and comprehensive reports using meeting notes and summaries.
Some of the experience/attributes Sales Support / Paraplanner ;
• Familiarity with Intelliflo, Wrap Platforms. FE is also preferred, although not essential as full training will be provided.
• Excellent report writing skills and a sound understanding of all contract types
• Close attention to detail, strong communication skills and customer focus above all else is essential (their clients are at the heart of everything they do)
• The successful candidates should be comfortable and understand the structure of equity, pension and life products and be willing to learn and understand more complex financial products.

We are seeking candidates who have existing experience in the role and ideally possess industry related qualifications (Financial Planning Certificate/some Diploma units). There will be paraplanning involved in this role, but this would be limited to existing clients with contracts which are being topped up (ISA's), Bed to ISA, standard PP to PP transfers.

Applications required ASAP as interviews will commence immediately.
In return, you can expect a very £competitive salary, a range of benefits, discretionary company bonus superb and fantastic opportunities for both career and personal development advancement as the company is growing exponentially and possess a work based culture that any employer in this sector will be hard pressed to beat.

Direct Appointments Limited provides permanent, fixed term and interim recruitment services to a wide range of clients in a number of sectors. We source exceptional talent and deliver a robust, value added approach to every campaign we undertake; connecting the right high performance people to the right career option.

Each assignment is dealt with by Principal recruitment specialists, with current market knowledge, who consistently deliver a shortlist incorporating exceptional people from a diverse and multicultural talent pool