Paraplanner

Recruiter
Huntswood
Location
Fleet
Posted
11 Feb 2018
Closes
16 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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