Junior Paraplanner

Recruiter
Reed
Location
Taunton, UK
Salary
Competitive
Posted
16 Jun 2019
Closes
18 Jun 2019
Ref
1166795777
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Summary of Position
  • The ideal candidate will have already gained solid experience in an IFA environment and will have started CII qualifications in order to move to the next stage of their financial services career.
Main Duties
  • Support the Financial Planning team to meet business targets
  • Act as day-to-day point of contact for client service to resolve administrative issues
  • Help Partner/Financial Planner prepare for meetings
  • Assist to conduct product and investment research
  • Assist to write suitability letters to confirm advice
  • Help ensure files are compliant and complete
  • Process new business and track to completion
  • Write letters to clients and providers as appropriate
  • Provide a high level of service to clients, including regular valuations
  • Perform general office administration tasks as required and provide holiday cover for team members
  • Maintain and update back office systems, including platforms
  • Perform other ad-hoc tasks in the office as required
Qualifications and Experience
  • A minimum of three years previous IFA experience essential
  • Ideally part-qualified and working towards Level 4 CII Diploma in Financial Planning
  • Willingness to undertake relevant financial planning qualifications
Core Skills
  • The candidate must be a self-starter with a strong work ethic and able to organise themselves without close supervision
  • Must be able to work as part of a team and willing to contribute to a collective effort.
  • The candidate should be able to prioritise tasks and must have a high level of literacy and numeracy.
  • Must be able to work effectively with both paper files and on a paper-free basis.
  • The candidate must also have an ability to handle pressure and meet tight deadlines, if required

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