Paraplanner

Recruiter
Financial Divisions
Location
Guildford, UK
Salary
Competitive
Posted
19 May 2019
Closes
23 May 2019
Ref
1069406894
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Guildford

£30-35k

Financial Divisions are delighted to be supporting an independent and privately owned financial planning business providing a structured investment strategy for individuals and their families.

You will have a high level of technical knowledge with the ability to use technical financial planning tools, financial modelling and back office software e.g. FE Analytics, Selectapension, Voyant. You will have a clear understanding of an adviser's role and be QCA Level 4 or working towards that level

You will provide extensive technical support to the Advisers and carry out the following responsibilities
  • Manage the planning workflow
  • Receive and implement requests from the Adviser(s)
  • Gather and record client data
  • Prepare and compare financial analysis
  • Prepare reports to a professional and timely standard
  • Provide information for annual reviews and identify areas not covered
  • Communicate with selected clients (face to face or remote) and third parties
  • Undertake financial planning and product-based research
  • Undertake appropriate professional development and training
  • Report on key measures on a regular basis

For immediate consideration for this role, please contact madeleine kerrane

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