Concorde Group
St Austell
£20,000 - £25,000
06 Oct 2017
07 Nov 2017
Contract Type
Full Time
We are seeking a Paraplanner to join our clients growing team. If you are interested in the financial planning and investment management business and want to grow professionally by working alongside industry veterans, this might be a good fit for you. The primary purpose of the Paraplanner is to support all members of the client service team. Some of the main duties include assisting our clients Financial Planners and Associate Financial Planners in getting ready for client meetings by preparing meeting materials, assembling financial reports, situation modeling in financial planning software, ensuring actions are completed in CRM system, and conducting client specific research. Our client is a firm that embraces learning, change, process and technology, so will count on your contributions to various projects that are part of a growing firm. We're looking for individuals who are passionate about helping clients, good communicators, self-starters, reliable, organized, and are able to follow-through on activities in a timely manner. This position requires the ability to work well in both a self-directed manner and in a collaborative team environment while embracing the firm's core values. Essential Responsibilities: - Fund research - Product and provider research - Providing financial advice to clients - Liaising with providers and clients - Research tools - including Synaptics, Adviser Asset, Exchange, Assureweb, Dynamic Planner - Producing quotes and providing reports - Acquiring information from life offices - Collecting information from clients - Liaising with other offices - Collating client policy information and creating reports - Helping create processes - Obtaining quotes - Liaising with Financial Advisor's and PA's Essential Skills and Experience: - A minimum of 2 years' experience in financial services working within an independent financial advice environment - Preferably Level 4 qualified (or close to) - Knowledge and understanding of all financial planning areas, particularly Pensions and Investments - Experience of managing work for several advisors - Thorough understanding of compliance requirements - Communication, interpersonal and analytical skills - Sales and customer Focus - Problem solving skills - Organisation skills and the ability to work to tight deadlines - Ability to work unsupervised using own initiative, as part of a small team - IT literacy This is a full time permanent position offering a negotiable basic salary of between £20,000 and £25,000. If you would be interested in applying for this position please send an up to date CV detailing your skills and experience. All applications will be treated with the strictest confidence and no personal details will be released.
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