Paraplanner

Recruiter
Huntswood CTC Ltd
Location
Fleet
Posted
05 Oct 2017
Closes
02 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client, a financial advice business is seeking an experienced or trainee Paraplanner to join their team and provide paraplanning support to the businesses Consultants. Key responsibilities: - Ensure that all aspects of the client's financial needs are documented by reviewing meeting notes and fact-finds - Challenge the Consultants if there are any gaps in fact-finds/client notes - Use various research tools to ensure independent and holistic advice is provided to the client - Draft suitability reports based on the research findings and using technical knowledge/experience alongside approved templates and send off for approval by the Consultant - Ensure that all MI is tracked and up to date Skills and experience: - Diploma in Financial Planning - Strong knowledge of pensions and investments - Previous paraplanning experience If you are interested in this Paraplanner position and demonstrate the relevant skills and experience then please apply now.
This job was originally posted as www.jobsite.co.uk/job/959260642