- Level 4 diploma qualified/ in progress
- Good understanding of the Financial Planning process
- Strong interpersonal skills, both written and verbal communication
- Customer service skills - providing an excellent service to the adviser and client
- Excellent planning and organisational skills
- Ability to work effectively to deadlines
- Accuracy and attention to detail to balance demands of roleThis is a unique opportunity for a paraplanner in Nottingham to join a firm where they offer hybrid working such as working from home 3 days a week and providing you with an office set upBenefits include:Holiday - 25 days + Bank holiday and extra for each years service up to 28x4 DISGroup PensionPMICash PlanIncome ProtectionPlease note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion.
Financial Paraplanner - Mansfield, Nottinghamshire, United Kingdom - IDEX Consulting Ltd
Description
Paraplanner - Part home basedUp to £45,000Mansfield An opportunity has become available for part qualified/Diploma qualified Paraplanners in Nottingham.To join a growing financial planning firm that offer hybrid working, 3 working from home and can offer some flexible working with start and finishing timesThey are looking for an individual that has started their level 4 diploma or has already obtained this, and has experience as a Paraplanner as you will be working directly with the financial planners and assisting them with a range of cases including complex technical cases.
Your role will include but will not be limited to:To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriateReview client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstanceProvide research and analysis of investment funds and financial products, whilst considering the client objectives.
Conduct fund research, prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get therePreparation of fund switch and encashment letters according to advice providedObtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source - providing clear research of the advice providedLiaise with Product Providers / Third Parties regarding any technical queriesThe ideal candidate will: