Salary: £20,000 - £35,000
Location: Near Wolverhampton
We are currently recruiting for an experienced Paraplanner on behalf of a firm of Independent Financial Advisers based near Wolverhampton.
Ideally you will be Diploma qualified or working towards the qualification.
This presents a fantastic opportunity to join an established IFA company and develop yourself both technically and professionally.
Duties and Responsibilities:
To undertake paraplanning duties to the professional and quality standards required by the Company and FCA
Ensure that all recommendations correspond to the identified needs of each client as identified
To record time for fee earning duties as directed by Management
To maintain the Company’s compliance and administrative procedures, reporting to the Financial Services Manager(s), Board and FCA
To deal with clients and professional contacts over the telephone and in person, maintaining the excellent company reputation
Produce correspondence/reports with due regard to Company requirements, standard templates
Communicate with clients in a clear and understandable manner
To contribute to the overall efficiency and profitability of the Company raising matters of concern and making recommendations for improvement to the Financial Services Managers or Board
Previous experience within an IFA practice environment either as a Paraplanner, or performing Paraplanning duties within a similar role
Ideally you will be Diploma Qualified in Financial Planning or will have made some progress towards this qualification
Good technical knowledge of Pensions, Investments and Mortgages
Strong knowledge and relevant practical experience in the application of the rules of the FCA