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Paraplanner

Employer
ST Resourcing Ltd
Location
Warrington, UK
Salary
Competitive
Closing date
5 Dec 2020

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Sector
Accountancy
Contract Type
Permanent
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Job Details

We have an excellent opportunity for an experienced Paraplanner to join a Warrington based wealth management firm. Salary up to £40,000 plus excellent benefits this is flexible for the right person. This is a homeworking based role, which will continue to a lesser extent after the restrictions have been lifted.

In the role your key responsibilities will be/have;
  • Researching products to support recommendations
  • Liaise with planners and complete any gaps in information gathering
  • Manage the research and analysis of financial products to meet clients requirements
  • Create an investment strategy suitable to the client's needs and objectives
  • Compiling financial planning recommendations and suitability reports
  • Updating the business on FCA rules
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative / compliance requirements, both internally and externally

The ideal candidate for this exciting opportunity will be/have;
  • Level 4 Diploma in Financial Planning CII or equivalent or keen to work towards
  • Have a keen eye for detail and an exceptional level of accuracy when producing documents and inputting data
  • Be hard working, enthusiastic and reliable
  • Confidence in preparing and explaining numbers & be IT literate
  • The ability to manage time and organise effectively
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