Paraplanner

Recruiter
Enable Futures
Location
Taunton, UK
Salary
Competitive
Posted
10 Oct 2019
Closes
17 Oct 2019
Ref
1290286055
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Are you looking for the next stage of your career as a Paraplanner? Do you want to join one of the largest and most successful independent insurance brokers in the South West?

Enable Futures are operating as an employment business on behalf of its client and recruiting for a permanent Paraplanner joining a leading Financial Planning and Specialist Insurance Services organisation based in Taunton, Somerset.

The working hours are Monday to Friday 9.00am - 5.00pm and the annual salary is £38,000 to £40,000 PA.

Benefits Package:

1. Income Protection

2. Pension 3% employer 5% employee

3. Death In Service

4. Cycle To Work Scheme

5. Discounted Insurance & Financial Advice

6. Free onsite parking

7. 28 Days annual leave

8. Career progression & training

*Closing date is 7th November 2019*

You will be working alongside the Paraplanning team and Independent Financial Advisers, providing exceptional technical support and ensuring a high level of service is provided to their clients; all in support of the company's business strategy.

Key Responsibilities:

Prepare and maintain client files

Collect and analyse qualitative and quantitative client data

Discuss client objectives with IFAs

Identify and prioritise client's needs

Prepare recommendations

Identify areas for planning

Undertake research and identify appropriate solutions both independently and with the IFAs

Prepare draft recommendation reports to be discussed/signed off by IFAs

Implement recommendations

Prepare suitability letters in accordance with agreed recommendations

Complete applications/proposal forms where required

Ensure all compliance paperwork is in order

Make changes to clients' investments or implement the chosen investment strategies as instructed

Complete draft reports within target deadline

Act as main point of contact and deal effectively with queries from clients and other parties through effective communication

Establish and build strong relationships with clients and attend client meetings with IFAs if required

Review investment portfolio, asset allocation, risk profile etc.

Send planning figures to client for update and revision in preparation for review meeting

Assist with training & coaching of colleagues

Build strong client and IFA relationships

Adhere to all Company, regulatory and compliance guideline requirements

Maintain own technical competence

Support colleagues from all areas of the business as required

Experience, attributes & skills sought:

Chartered Insurance Institute Diploma in Financial Planning

Chartered Insurance Institute Advanced Diploma in Financial Planning and Chartered Financial Planner status desirable

Quality orientated with great attention to detail and the ability to question and challenge understanding & accuracy

Organised, resourceful, deadline driven and supportive of the wider team

Excellent interpersonal skills with good written and verbal communication

Proactive, collaborative and dedicated to delivering an excellent client experience

Ability to work in a regulated, compliant and client focussed environment

IT literate and analytical

To Apply:

Please follow the application process for the site this job is advertised on asap or email your CV to our 'Rebecca's' email. If you have the transferable skills required, we will call and email with more information and discuss this with you confidentially.

By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy Policy. To view our full Privacy Policy please visit our website. Enable Futures are committed to the selection, recruitment and development of the best people, basing judgements solely on suitability for the job. Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future

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