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Southport

    Trainee Paraplanner or Paraplanner - Southport, Merseyside, United Kingdom - 808 Group

    808 Group
    808 Group Southport, Merseyside, United Kingdom

    4 days ago

    Default job background
    Description
    the office Monday – Friday 9am - 5pm
    They already have a team of trainee Advisers and will require a Paraplanner to support

    Fundamental Activities:

    • Collating of client data to provide a detailed client overview.
    • Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
    • Use of risk profiling and fund analysis tools to provide detailed analysis of clients' holdings, performance, risk, diversification, and reduction in yield.
    • Use of Cashflow modelling tools to provide detailed analysis of retirement planning and income options.
    • Ad Hoc project work as and when required in order to comply and stay ahead of legislation and FCA regulations.
    • Knowledge:
    • You will ideally hold or be working towards a Level 4 qualification in Financial Services.
    • You must have relevant and appropriate professional experience in a similar role to be considered for this position.

    Skills:

    • Ability to create, analyse and interpret data, which includes both hard and soft facts, to facilitate a detailed advice process.
    • High level of IT competency including the ability to effectively use a variety of software.
    • Confidence to direct the administration function and to present ideas to advisers and the senior management team.
    A competitive salary commensurate with qualifications & experience, starting from £30,000
    Health Cash Plan, Employee Assistance Program, Death in Service, Discounts
    Holidays: 25 days plus bank holidays
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