Wanted Paraplanner South Yorkshire

Cricket Hill Financial Planning Ltd
14 Apr 2018
21 May 2018
Contract Type
Full Time

Paraplanner South Yorkshire

I have a job opportunity in my company which is based in Barnsley. This is a fantastic position for a qualified Paraplanner or a junior Paraplanner to join a growing firm that can offer genuine career development by allowing you to be a key part in the firm’s ongoing successes with full exam support. You will part of a technical team and be actively involved in preparing suitability letters, reports and recommendations and provide technical support to complex client queries what’s needed for me to be considered?

The office is situated just outside the town centre but parking is available.

  • Qualified or working towards level 4 diploma is an advantage

  • Previous experience within the IFA practices and Paraplanning is essential

  • FCA understanding of regulations and products, and their practical application

  • Effective communication, both written and verbal

  • Have a professional, proactive and positive attitude

    Paraplanning Duties; Prepare a compliant & robust Suitability Report

  • Produce research for the IFA on the required product using relevant research tools

  • Prepare product analysis from ceding information, or information provided by IFA

  • Input Attitude to Risk analysis on Dynamic Planner

  • Ensure client records are up to date on back office systems

  • Assimilate and segregate information gathered by the IFA from the Fact Find

  • Liaise with Advisers as appropriate to fill any information "gaps"

  • Obtain illustrations, application documents and all paperwork required for sign up.

  • Assist with business submissions

  • The salary can be negotiable depending on experience and qualifications.

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