Paraplanner- Private Client

JWS Resources Ltd
Exeter, Devon
09 Jul 2017
08 Aug 2017
Contract Type
Full Time

Position: Paraplanner- Private Client
Location: Exeter
Salary: £25,000 - £30,000

Our client, an award winning business are seeking a Paraplanner to join their team. They are seeking a proactive, self-motivated individual to provide Financial Planners with workflow management and technical support.
The role will involve constructing appropriate solutions for clients and making recommendations in conjunction with the Financial Planner as well as preparations for client meetings, drafting written communications and liaison with clients on advice matters and transactions.

Qualifications & skills:

• Dip PFS or working towards
• Minimum of 3 years’ experience in a similar role or environment
• Understanding and working knowledge of;
Personal taxation & tax fundamentals, taxation of investments, investment products, protection products, retirement products, Trust & Wills
• Highly organised and able to meet deadlines
• Excellent organisational skills
• Good numeracy and verbal reasoning skills
• Experience of using 1st software and maintaining accurate client records

Key duties include:

• Manage and prioritise client work for Financial Planners
• Technical research to meet the client’s needs
• Production of compliant suitability reports
• Provision of technical support to dedicated Financial Planner
• Processing client queries
• Management of client reviews and maturities
• Performing any other tasks required as delegated by the Financial Planner