Paraplanner

Recruiter
Huntswood
Location
Artington
Posted
11 Feb 2018
Closes
21 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Our client, a financial advice business is seeking an experienced or trainee Paraplanner to join their team and provide paraplanning support to the businesses Consultants.


Key responsibilities:

  • Ensure that all aspects of the client's financial needs are documented by reviewing meeting notes and fact-finds
  • Challenge the Consultants if there are any gaps in fact-finds/client notes
  • Use various research tools to ensure independent and holistic advice is provided to the client
  • Draft suitability reports based on the research findings and using technical knowledge/experience alongside approved templates and send off for approval by the Consultant
  • Ensure that all MI is tracked and up to date


Skills and experience:

  • Diploma in Financial Planning
  • Strong knowledge of pensions and investments
  • Previous paraplanning experience


If you are interested in this Paraplanner position and demonstrate the relevant skills and experience then please apply now.

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