Paraplanner

Recruiter
Lime People Search & Select Ltd
Location
Barnsley
Posted
14 Apr 2018
Closes
14 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner South Yorkshire

We have an opportunity for a Paraplannr to join an IFA firm based in Barnsley. This is a fantastic position for a qualified Paraplanner or Part-qualified 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 we are looking for.........

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

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