Paraplanner - Burgess Hill, United Kingdom - Reset Recruitment Ltd

Reset Recruitment Ltd
Reset Recruitment Ltd
Verified Company
Burgess Hill, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Paraplanner

Salary:
£35k - £38k + great benefit package

Location:
Burgess Hill - office-based role


Do you want to work for a highly reputable organisation that offers a supportive and progressive working environment, career progression, and the opportunity to develop your skills and knowledge? If so, I have a great opportunity within my clients paraplanningdepartment based within their successful wealth management organisation based in Burgess Hill.

You will already have a background within paraplanning or working towards this experience as a trainee paraplanner.


Responsibilities:


  • Identify and collect any outstanding relevant quantitative information required to compile a financial report.
  • Prepare information/comparisons for analysis and further discussion with the Financial Adviser including illustrations, Critical Yield Calculations, and Income calculations.
  • Check all compliance paperwork is present on submission of reports.
  • Discuss and establish client objectives with the Financial Adviser(s).
  • Support the Financial Advisers in research and analysis to meet client needs and objectives, including the analysis of Client data and preparing cash flow analyses.
  • Complete strategy documents, suitability letters and reports that account for client's circumstances and needs, informing and advising clients on financial strategies, plans and products.
  • Qualified to Diploma Level within CII or working towards this qualification as a Trainee Paraplanner.
  • Great communication skills with great attention to detail
  • Confident and selfassured with a positive approach to change, ability to remain calm and work well under pressure.
  • Excellent report writing, problem solving and decisionmaking skills.
  • Good knowledge of Microsoft Office/IT skills.
  • Good planning and organisational skills, with the ability to organise and prioritise workloads.
This is a great opportunity to join a hugely successful organisation, to be considered please forward your CV ASAP
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