Courtney Recruitment
Liverpool, UK
15 Aug 2019
12 Sep 2019
Contract Type
Full Time

A well-established wealth management business is seeking an experienced Paraplanner, this role can offer excellent career development prospects & potential RO training support. You will ideally have a knowledge of investment/wealth management products & be experienced at creating documentation for clients containing financial data.

Paraplanner Role & Responsibilities
  • Liaise with Financial Advisers to establish forthcoming meetings and case handovers
  • Responsible for the initial handover of new client business cases from the Adviser
  • Management of initial and ongoing information gathering to construct formal advice documentation
  • Construct Suitability Letters for all products recommended
  • Update of internal systems with relevant financial and personal information
  • Support the Adviser to assimilate & segregate information gathered on the Client Fact Find Document
  • Liaise with the Adviser to support the construction of proposal presentations ahead of recommendation meeting
  • Input/update Client Fact Find Document data on system
  • To liaise with the Adviser & Client as appropriate to fill any information gaps
  • To gather information from third parties
  • To work within & stay up to date with template changes & Advice notes

Paraplanner Personal Qualities & Experience
  • Paraplanning experience
  • Experience of working within financial services
  • Comfortable with templated Suitability Letters (training can be given)
  • Understanding of financial products and advice
  • Confident to challenge information received (essential)
  • Excellent communication skills (essential)
  • Analytical with precise attention to detail
  • Ability to accurately transpose information

The Salary
£28,000 - £33,000 per annum depending on experience and suitability to the role, plus generous rewards in line with business success.
Salary may be negotiable depending on amount of relevant experience and ability to hit the ground running in this role.

Courtney Recruitment recruit for all levels within the office environment from front of house through to senior management, across a wide range of sectors.
You can apply for our jobs with confidence, we are experienced recruiters, a regulated employment agency, registered with the Institute of Recruiters and the Data Protection Controller.

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