Paraplanner - Hampshire, United Kingdom - Radley Recruitment
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.
More jobs from Radley Recruitment
-
Infrastructure Services Manager
Farnborough, United Kingdom - 1 week ago
-
Data Administrator
Preston, United Kingdom - 2 weeks ago
-
Client Services Representative
Farnborough, United Kingdom - 1 week ago
-
Junior Systems Developer
Farnborough, United Kingdom - 2 days ago
-
Design Engineer
West Sussex, United Kingdom - 3 weeks ago
-
Data Assistant
Preston, United Kingdom - 2 weeks ago