Paraplanner

Recruiter
Financial Divisions
Location
Crawley, UK
Salary
Competitive
Posted
12 Sep 2019
Closes
02 Oct 2019
Ref
1222750625
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Full time: Paraplanner

Location: Crawley

Salary: £35,000-£45,000 + Pension + Bonus + Holiday + Flexible benefits + full study support

Financial Divisions are working with a consistently growing firm, currently seeking new premises due to a large intake of leading Financial Planners. Striving to provide a truly unique and ethical financial planning service they have received the go ahead to increase the head count on support staff once this is found. Interviews are starting imminently, and this is an opportunity that doesn't often arise.

Key tasks and responsibilities within this role will include:
  • Arranging client meetings for Advisors.
  • Process for new clients.
  • Undertaking fund switches.
  • Producing letters of valuation and letters of authority.
  • Tracking of client fees and chase up where appropriate.
  • Cash Flow Modelling
  • Calculating valuations on investment portfolios, pensions or other holdings and prepare fact find reports based on information gained.
  • Undertaking research within the market for specific financial products and investment opportunities relevant to the client's risk profile.
  • Producing Suitability Reports.

As an expanding firm you can stay as a career Paraplanner or progress to an Adviser level, they offer full study support to enhance your career opportunities.

If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions

If you are successful, I will give you a call prior to your CV going ahead to the client to asses explain the opportunity in more detail and ensure this will be the right opportunity for you and you are the suitable for the client.

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