Paraplanner - Wimborne

Recruit UK
Wimborne, UK
16 Sep 2019
02 Oct 2019
Contract Type
Full Time
Job Title: Paraplanner

Industry: Financial Services

Location: Wimborne, Dorset

Salary: up to £30,000

Reference Number: 13784

Job Description:Recruit UK are working on an excellent opportunity for a Paraplanner in Wimborne to join an Independent Financial Advice Company.

This firm is looking for a Part of Fully Diploma Qualified Paraplanner to join their expanding team. They have a fun and dynamic office culture and are looking for an enthusiastic, hardworking and meticulous individual.

Key duties include but are not limited to:

- Preparing Suitability Letters

- Check and ensure all compliance paperwork is present

- Confirm clients risk profiles

- Discuss all clients objectives with the IFA

- Identify areas for planning and undertake research to identify suitable solutions to meet clients needs and expectations

- Review clients existing plans to confirm whether they remain suitable

- Complete application / proposal forms and assemble supporting documents

- Ensure all compliance paperwork is in order and in line with company and FCA regulations

- Review clients investments, asset allocations and risk profile

What's in it for you:

- Competitive salary up to £30,000 dependent on experience

- Full time hours are 9-5pm Monday to Friday

- Benefits include: Pension scheme, 20 days holiday, plus bank holidays as well as office closure over Christmas 3 days, as well as an additional day for milestone service years 5, 10, 15

- Free parking

Skills and experience required:

- Excellent report writing skills

- You must be forward thinking and able to use initiative

- Excellent communication skills written and verbally

- Level 4 Diploma or already studying towards completion

- Previous experience within a Paraplanning position

- Whole of market product knowledge

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.Right now, Recruit UK are pleased to be working with an Independent Financial Advice Company based in Wimborne on a Paraplanning role.

Our commitment to you
  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

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