Paraplanner-Wolverhampton

Recruiter
Coast Specialist Recruitment
Location
Wolverhampton, UK
Salary
Competitive
Posted
16 Aug 2019
Closes
22 Aug 2019
Ref
1236904295
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

We have an opportunity for a Paraplanner to join a very prestigious client of ours in Wolverhampton. If you think you are suitable with the right skills please get in touch.

Purpose
  • Provides appropriate support for Financial Advisers / Financial Planners
  • Facilitates the smooth processing of new and existing business
  • Liaises with any administration support
  • Assists with monitoring the performance and work throughput of any administration support thereby ensuring standards are maintained and deadlines are met
  • Understands and complies with regulations and principles applying to the role and company policies and procedures
  • Adheres to Conduct Risk standards
  • Broad understanding of core Financial Planning solutions and building knowledge through exposure to client planning scenarios
  • Analyses client's aims and needs to construct solutions as a tool for advisers to communicate to clients
  • Production of robust financial plans and analytical information in support of Financial Planners and Financial Advisers under supervision of more senior team members
  • Supports preparation of client review and new client meetings
  • Supports delivery of client service under the guidance of Financial Advisers / Financial Planners

Qualifications and Experience
  • Has attained CII Level 4 Diploma in Regulated Financial Planning or equivalent
  • Accuracy, numeracy, attention to detail
  • Clear and concise communication skills - oral and written
  • Ability to meet deadlines/work within restricted timescales
  • Flexible and reliable team member
  • Ability to work on own initiative to achieve required results
  • Collaborative and inclusive approach to work

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