This job has expired

Paraplanner

Employer
Cherry Professional Limited
Location
UK
Salary
Competitive
Closing date
24 Jun 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Paraplanner | up to £40,000 | Leicester | PermanentCherry Professional are pleased to be working with an established Financial Services company who are looking for a Senior Property Buying Agent. The client are a well-known and respected firm specialising in the management of pensions and investments, and mortgages and protection as well as functioning as a Property Services business.About the role:We are currently looking for an experienced paraplanner to join our existing team on a full time basis (with further flexibility on working from home arrangements), providing technicalresearch services, and ensuring the preparation of clientadvice is of the highest quality and deliveredefficiently; while mitigating any risks to the business and assisting the business to achieve its goals.Responsibilities
  • Accurately prepare suitability reports and letters to target deadlines
  • Ensure all client work is compliant and supported with relevant paperwork
  • Undertake comparativeresearch in preparation of client recommendations
  • Complete technicalresearch as part of the existing arrangement review process
  • Understand clients overall financial position from IFA fact finds
  • Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitabilitychecks
  • Ensure all client queries are appropriately investigated and accurate responses given
  • Conduct annual reviews in line with SLA's
Candidate Requirements
  • CII Diploma Qualification and above
  • Strong understanding of financialproducts and services
  • Ability to assess suitability in line with client's goals
  • Strong analytical skills, specifically analysing financial records and providing detailed technical commentary
  • Strong organisation skills with the ability to manage multiple caseloads at any one time
  • Knowledge of Truth and Intelligent Office is desirable professional is recruiting on behalf of the client. Have you also applied for the following roles, Financial Planning, Administration, Clerical roles.
Cherry Professional are recruiting for this opportunity on behalf of our client. Please view our Privacy Policy on our website to understand how your data will be used if you apply for this role.
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