Paraplanner - Wealth Management IFA, Financial Services

Recruiter
Astral Recruitment
Location
Wolverhampton, UK
Salary
Competitive
Posted
18 Sep 2019
Closes
02 Oct 2019
Ref
1261825051
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client is a successful National brand in Financial Services and due to their recent expansion plans they are looking for a number of Paraplanners to join their team

The purpose of this role is to provide paraplanning support to IFA's

You will support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following

Key responsibilities
  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the financial advisers to gain an understanding of the client requirements discussed and agreed.
  • Undertake quotes
  • Undertake the necessary research and analysis, including:
    • Fund analysis
    • Product comparison
    • Product analysis
    • Fund research
    • Charges analysis
  • Compile suitability reports

Job requirements
  • Financial Planning Diploma Qualified (or equivalent professional qualification).
  • Demonstrable paraplanning experience.

The role has been left a competitive for salary and we can negotiate on an individual basis

For more details please contact Jason at Astral

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