Paraplanner

Recruiter
Simon Lincoln Recruitment Solutions
Location
Bollington
Posted
12 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

An opportunity to join a well-established, growing and friendly desk-based whole of market adviser firm in Macclesfield. The companyare a financial services business that offers advice on all areas of pension and retirement planning.

As Paraplanner, you will be Level 4 qualified, or very close to completing this qualification with strong experience working in a Paraplanner role for an IFA or similar firm. The desire to become chartered and progress will be viewed upon favourably, and dynamic work practices are encouraged. Advanced pension qualifications would be an advantage.

This role will require a candidate who enjoys speaking with clients over the phone and would suit a person who may wish to be authorised to provide limited client advice.

Paraplanner - Level 4 Diploma Qualified

  • Conducting relevant research in respect of funds and financial products
  • Identifying and providing suitable solutions for clients
  • Ensuring new business is submitted correctly
  • Producing suitability reports
  • Recording relevant accurate data on back office system in line with company procedures

Attributes

  • Team Player
  • Enthusiastic and proactive.
  • Show initiative/problem solving.
  • Excellent communication skills, both written and verbal.
  • Organisational skills to a high level.
  • Client focussed.
  • Competent in letter writing skills (high quality level of grammar and spelling).

Experience

  • Must be able to recognise and understand Paraplanning processes.
  • Must have experience in writing Suitability Reports.
  • Has a good knowledge and understanding of the finance industry and the compliance requirements
  • Must have a knowledge of back office systems, Intelligent Office preferred.
  • Must be Level 4 Diploma qualified

Full time position, 35-hour week (9am-5pm Monday to Friday with an hour for lunch)

Salary is negotiable based on experience and qualifications.

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