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Paraplanner

Posted 6 days ago by Pertemps
Location Royal Leamington Spa Job Type Permanent
Salary £25000 per annum Sector Executive and Management
We are recruiting for a Paraplanner in Leamington Spa. The salary will be £25,000. Monday – Friday 9 – 5:30pm. Free parking on site. This is an exciting opportunity to work with a new Operations Manager and join the friendly team. Career development will also be offered throughout your time at the company.
• 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 using relevant in-house platforms or request quotes from external providers.
• Undertake the necessary research and analysis, including:
• Fund analysis
• Fund research
• Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely.
• Discuss the reports with the Financial Adviser, amending as necessary.
• Instruct the IFA Administrator to proceed with preparation of the pack for the client.
• Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
The successful candidate will need to have previous experience working as a Paraplanner. You will be Diploma qualified or working towards the Level 4 qualification. You will need to have the ability to research and understand investments and pensions. Due to the location you will need to have access to a car.

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