Paraplanner - Southampton

Recruit UK
Southampton International Airport, UK
16 Sep 2019
29 Sep 2019
Contract Type
Full Time
Job Title: Paraplanner

Industry: Financial Services

Location: Southampton

Salary: circa £30,000

Reference Number: 13935

Job Description:Recruit UK are working on an excellent opportunity for a Paraplanner in Poole to join an Independent Wealth Management Company.

This company was established 20 years ago and has since become one of the most successful Wealth Management firms. They're always looking for new talent, and have excellent training and development opportunities.

This role will see you performing a range of tasks including but not limited to:
  • Report writing
  • Fact finding
  • Client Service/ Review - first contact for clients with any technical queries
  • Prepare recommendations; complete / send documents, application forms, suitability reports
  • Team working; work alongside Paraplanners / Client Administrators and Advisers
  • Compliance; Maintain client records and update to keep effective audit trail, ensure company procedures adhered to do so and ensure compliant to FSA regulation
  • Collate and pre-populate New Business / Servicing forms and application packs
  • Produce and issue client fee invoices
  • Assist your colleagues during absence and holidays

What's in it for you:
  • Salary negotiable dependent on experience
  • 35 hours a week - flexible start time available
  • Time off between Christmas and New Year off without taking your holiday
  • Your birthday off each year
  • Holiday carry forward, the option to buy additional holiday
  • Death in service
  • Fun, Friendly and Dynamic office culture
  • Assistance with exam book and entry fees
  • Discretionary bonus

Skills and experience required:
  • Diploma in Financial Services (or near completion)
  • Ideally 2 years' experience Paraplanning
  • Time management and prioritisation skills
  • Ability to adapt to change and challenges
  • Team Player who goes the extra mile

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