Senior Paraplanner

Recruiter
Burton Recruitment Limited
Location
Manchester
Posted
11 Feb 2018
Closes
15 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Senior Paraplanner

Due to continued expansion our client is urgently recruiting a qualified, experienced and proactive Senior Paraplanner to complement their Private Wealth department on a permanent basis.

Reporting directly to the Senior Manager, you will be supporting their most successful and well respected Private Wealth IFAs in achieving their objectives. Key responsibilities will include;

• Researching, analysing and compiling Financial Planning Reports
• Handling existing client queries wherever possible
• Providing research for Asset Allocation on a client’s existing portfolio
• Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved.
• Servicing existing clients by providing valuations and portfolio updates as and when required.
• Quantifying and analysing clients existing investments. This will incorporate:

 Financial Plan Statements (including Cash flow analysis)
 Tax Planning Analysis
 Risk Modelling
 Investment Planning and Analysis
 Pension Forecasts and Illustrations

• Ad-hoc projects and tasks as and when necessary
• To develop professionally and achieve high levels of technical knowledge and sales skills

The successful candidate will possess a minimum of three years within a comparable role with relevant CII qualifications, a basic knowledge of regulatory requirements and be educated to degree level or equivalent. A DB background/knowledge and G60/AF3 would be advantageous.

In addition, you will demonstrate excellent personal organisational and administrative skills with a proven ability to excel in a high-pressured environment whilst consistently meeting deadlines. Previous experience of selling within a Financial Services environment is essential.

This is a fantastic opportunity to join a well established and reputable firm with a highly competitive remunerations package including a range of benefits

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