Paraplanner - Hampshire, United Kingdom - Radley Recruitment

Radley Recruitment

Verified Company

Hampshire, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner, (Diploma 4 Qualified or Part-Qualified) - Salary up to £45,000DOE + £4,000 initial bonus + Excellent Benefits

Based:
Home Based or office

We are searching for
experienced and
professional Holistic and DB Pensions Paraplanners to join our market leading Client a large
Wealth Management firm who provide advice to HNW individuals and SME's.

Key Responsibilities:

Use research tools to ensure independent/whole of market/holistic advice is provided to the Client
Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines
Issue clear and accurate feedback confirming required actions to avoid complaints
Liaise with consultants for additional information to support the recommendations made
Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched
Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants
Identify and report potential cases of financial crime
Maintain records to the standards necessary to demonstrate Consultant performance
Meet the departmental standards with regard to service standards and productivity
Obtain illustrations and Key Features Documents and associated documentation
Ensure all record keeping is maintained on the Clients database
Work in a team and manage individual targets for work

Essential Skills and Experience:

-
Diploma Qualified Paraplanners with 2-3 years experience as a minimum:

Experience of holistic paraplanning and file checking is essential:

-
Experienced within pensions specifically and pensions transfers (DB schemes) is essential for the pension transfer roles:

Experience of working within an IFA firm is ideal used to working to targets:
Excellent analytical and evaluation skills
Dealing with FSA objectives, Principles, advice processes and propositions
Willingness to work towards CII Diploma or equivalent and any Regulatory RDR qualification
Strong organisational skills with good IT skills are essential
Excellent communication skills and high level of numeracy is essential

This is a great opportunity for a motivated and
professional Holistic or DB Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working.

**Radley Recruitment is dedicated to helping you find your next career move, so if you are looking for a new role, submit your CV and we can help you find that perfect job.