Paraplanner

Recruiter
Workbank
Location
Southport
Salary
£35k - £45k pa
Posted
09 Nov 2017
Closes
16 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

It's our pleasure to be recruiting for one of the most successful independent financial planning firms in the North West.

As a Paraplanner at this company you'll have the opportunity to provide a more holistic financial planning solution, with access to a hub of knowledge built up by the firm's partners for over 30 years. In short, it's not a typical Paraplanner role.

Responsibilities:

  • Full analysis of client's requirements, development of cash flow models and accurate recording of client data.
  • Construction of financial planning solutions (Investment, retirement, tax and estate planning) support by the production of computer models and reports.
  • Preparation of letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process.
  • Preparation of client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models.
  • Liaison with clients by telephone, letter, email and attending meetings.
  • Working with administrative staff to ensure application and provider forms and prepared as required and clients are updated throughout the process.
  • Working with other professional advisers e.g. Solicitors and accountants to implement sn agreed action plan.

What you need:

  • Chartered Financial Planning status (Preferred)
  • A minimum of a Diploma in Financial Planning
  • A minimum of 4 years industry experience
  • Excellent administrative, research, report writing and communication skills
  • Excellent analytical skills with a preference for working in a structured, planned manner.

BRILLIANT BENEFITS


This job was originally posted as www.jobsite.co.uk/job/959495544