Paraplanner - Perth, United Kingdom - GCB Recruitment

GCB Recruitment

Verified Company

Perth, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is currently looking for a Paraplanner to join their growing team. This individual will provide a full paraplanning function to Planners, ensuring client service and compliance are always delivered.

The successful Paraplanner will be offered:

Salary of up to £40,000 depending on experience.
28 days holiday + closure for Christmas
An extra day off for your birthday
Shopping discounts
Death in Service
24/7 GP

To be considered for the Paraplanner role you must have the following:

Minimum 1 year's experience working within a financial planning company.
3+ years experience as a Paraplanner.
Experience using client cashflow modelling software is preferable.
Having achieved a Diploma in Financial Planning or equivalent is desired.
Excellent understanding of the financial planning process.
Good technical knowledge in a wide range of product areas pensions, investments, IHT planning, tax planning, and protection.
Excellent suitability report writing skills.
Keep up to date with new products, and technical and legislative changes within the marketplace.
Consent to, and have clear results for, police checks, bankruptcy searches and any other background screening that is required for this position.
Proficient IT skills. Basic word processing, spreadsheet, and database knowledge.
Excellent planning and effective organisational skills.
Computer literacy.
Honesty and integrity.
Methodological approach to work.

As a Paraplanner your role will involve:

Preparing and maintaining client files and client reviews.
Building cash flow models.
Preparing recommendations and suitability reports.
Identifying areas for planning.
Undertaking research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs.
Preparing information/comparisons for analysis by Planner.
Liaising with clients' legal and tax advisors (if applicable).
Establishing and building strong relationships with clients.

This job has been posted by GCB Agency Recruitment Ltd, acting as the Employment Agency in relation to this vacancy, working on behalf of their client who is confidential at this stage.