Paraplanner

Recruiter
Novia Recruitment
Location
Bristol
Salary
25000.0000
Posted
09 May 2017
Closes
08 Jun 2017
Contract Type
Permanent
Hours
Full Time

Are you studying towards your Diploma in Financial Planning?

Have you got a year or more experience working in Financial Services?

If the answers to those questions were yes then my client want you to join their team to perform a paraplanning role with the following responsibilities:

Day to Day-

  • Writing suitability reports
  • Dealing with enquiries via telephone in a professional, compliant manner.
  • Updating relevant records.

More generally-

  • Summarising historic advice.
  • Product and fund research.
  • Overseeing customer journeys and ensuring expectations are met.
  • Meeting product providers and reporting on market developments.
  • Compiling presentations/ workshop material.
  • Running specialist ad-hoc reports as required.

Essentials for the role:

Minimum completion of Diploma in Financial Planning=

Eperience in suitability reports

RO1 Financial Services: Regulation and Ethics, with more modules in progress or completed preferred.

Professional attitude- listening, teamwork, understanding colleagues.

Accuracy and attention to detail.

Good IT, Literacy and Numeracy skills.