Verridian Recruitment
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

Our client company is a nationwide wealth management advisory brand delivering rich and rewarding experiences for clients with bespoke solutions to achieve financial goals. Due to planned expansion they are looking to recruit an experienced paraplanner to join their existing team.

Office based, your key role responsibilities will include:-

  • Preparing fully compliant reports for Adviser’s clients, supporting the recommendations made

  • Carry out all Fund Purchases in line with company procedures & SLA's

  • Conduct all Annual Reviews in line with SLA's

  • Create and maintain, a 'Best Product’ Panel to be used in the recommendation process

  • Create and maintain the report writing/standard wordings library

  • Consider the various online facilities offered by product providers and select the ones that would most beneficial for the company

  • If applicable, review file notes and issue clear instruction of requirements to admin

  • Participate in regular 121’s

  • Maintain CPD

Skills & Qualifications Required

  • Must hold the Diploma in Regulated Financial Planning (Dip PFS) or equivalent

  • Current or recent experience working as a paraplanner

  • Must have excellent IT skills in MS Word & Excel
  • Ability to work under pressure and deadlines
  • Excellent telephone manner
  • Superb customer service skills
  • High inter-personnel and organisational attributes
  • A drive to exceed expectations and deliver a high level of customer service

In return successful candidates will receive:-

  • Basic salary up to £40,000 (depending on skills and experience)
  • Death in Service benefits

  • Pension scheme

  • Share Option scheme

  • Opportunities for career progression to match your career aims and ambitions