Paraplanner

Recruiter
Financial Divisions
Location
Chester, UK
Salary
Competitive
Posted
10 Jun 2019
Closes
04 Jul 2019
Ref
1148908644
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Chester

£28-35k dependant on qualifications and experience

Financial Divisions are delighted to be supporting a leading provider of investments and wealth management both in the UK and internationally in their search for a Paraplanner. They are a business who operate in one of the largest wealth markets in the world and put their clients at the heart of everything that they do.

The main purpose of this role is to provide para-planning support to QPCA advisers to ensure full preparation of all necessary documentation & information for recommendation to be delivered by Advisers.

As the Paraplanner some of the responsibilities you will be responsible for are below:
  • Provide in-depth reports and analysis to Advisers to enable them to present recommendations to clients
  • Liaison with Advisers to determine the most appropriate recommendations for clients financial planning
  • From the information provided by the Adviser determine the most appropriatesolutionandrecommendationstomeettheclients'needs
  • Determinethemostappropriatewayofpresentingthereportandensure that it contains all the necessary information andbackground
  • Ensuringthatallworkiscompletedwithintherequiredtimescalesandto the standardsrequired
  • EnsurethatyouhaveathoroughunderstandingofIntrinsicTreat Customers Fairly (TCF) philosophy and your role withinthis.
  • In your role you should constantly ensure that customers are being treatedfairlyandhighlightanysituationswhereyoubelievethisisnot thecase.
  • KeepyourTCFknowledgeuptodatethroughthetrainingprovided.
  • Providing Paraplanning services to Financial Advisers withinFCA

To be considered for the Paraplanner position, you will be Diploma Qualified or working towards the qualification. A knowledge of Defaqto, FE Analytics and wrap platforms will be highly beneficial, along with an excellent knowledge of products. You will also have excellent report writing and presentation skills.

For immediate consideration for the Paraplanner position, please contact Madeleine

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