Paraplanner

Recruiter
Novia Recruitment
Location
Bristol
Salary
£30000 - £38000/annum
Posted
20 May 2017
Closes
19 Jun 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you qualified in the 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