Huntswood CTC Ltd
11 Jan 2018
10 Feb 2018
Contract Type
Full Time

Our client, a financial advice business is seeking a Paraplanner to join their team in Sussex and provide technical and product support to the financial consultants throughout the sales process.

Job responsibilities:

  • Research of suitable products based on the end clients' requirements and circumstances allowing the adviser to make accurate recommendations
  • Research will be undertaken using the businesses chosen software package as well as other relevant sources of information i.e. fund information, pension comparison, exchange comparison
  • Obtain key features document, application forms and personal illustrations to aid the sign up of business and ensure there is an audit trail to justify any product selections
  • Preparation of the draft recommendation report for sign off by the adviser
  • Assist with any technical and product queries when required from other network members

Skills and experience:

  • Level 4 diploma in financial planning or close to achieving
  • Previous paraplanning experience
  • Understanding of independent versus restricted advice
  • Knowledge of research software, including; Capita Fusion, O&M, Financial Express Analytics

If you are interested in the above Paraplanner role then please apply now.

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