Paraplanner

Recruiter
NJR Recruitment
Location
Loughborough, UK
Salary
Competitive
Posted
20 Jul 2019
Closes
19 Aug 2019
Ref
1213672186
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
NJR are currently representing a well established firm of Chartered Financial Planners who are based in the Loughborough area, who is now seeking an ambitious and talented Paraplanner to join their dynamic and forever growing Business.
Working out of their offices based in Loughborough you will be supporting the financial Planners in preparing client financial plans, reports, researches and analysis; whilst ensuring that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner.
Responsibilities
  • Identify and obtain information necessary to compile financial cash flow forecast
  • Managing the research & Analysis of financial products to meet client's requirements
  • Managing and presentation of technical data
  • Assisting with any FCA related Issues
  • Researching products to support recommendations
  • Compiling financial planning reports
  • Liaise with legal and tax advisors
  • Monitor client portfolios
  • Drafting letters of advice on behalf of the partners
  • Prepare file documentation prior to account opening.
  • Act as main point of contact and deal effectively with queries
  • Build strong relationships with clients and attend client meetings

The Ideal candidate will need to have previous experience working as a Paraplanner - preferably within a Financial Services environment. You will be Diploma Qualified or working towards as well as having sold communication and articulations skills.
Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR9329

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