Paraplanner

Recruiter
Wolverhampton Commercial
Location
Wolverhampton
Salary
30000.0000
Posted
18 Mar 2017
Closes
17 Apr 2017
Contract Type
Permanent
Hours
Full Time
A Financial organisation based in Wolverhampton are looking to recruit a permanent Paraplanner paying between £30k - £40k dependant on skills and experience.

The purpose of the role will be to provide technical paraplanning support working alongside the Managing Director.

Responsibilities

Research and prepare client files for submission to Business Assurance, including full completion of letters and provide the research required for each product.

Work closely with the management team and also provide support to the administration team

Responsible for client records ensuring they are entered onto the system

Ongoing training and annual retesting of product knowledge

Assistance with new business submission

Skills required

Technical paraplanning will be required, strong working knowledge of the regulated services market.

Strong technical background required to allow client facing advice reports to be written

Strong attention to detail

Excellent communication skills, both written and verbally

Strong planning and organisational skills

Ability to prioritise and work to strict deadlines

Role requirements

Hold a minimum of FPC 1,2,3. Ideally Level 4 Diploma or working towards Financial Planning Diploma.

Essential previous paraplanning experience..

Types of products that will be paraplanned

Flexi access drawdown
Personal pension transfers
Declined benefit transfers
Investments
Trusts/Benefits Tax calculations
Life assurance
Specialised investments.