- Work closely with IFA's undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
- Effectively and efficiently summarise recommendation options for IFA's and draft proposals, letters and suitability reports for a wide range of products, providers and funds.
- An ability to think independently and to work outside of formal template structures is essential in formulating our highly individualised largely free-type client reports.
- Competent use of different software packages and technology to analyse data and propose effective client solutions.
- Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately.
- Support the Head of Research and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
- Maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
- Contribute to staff meetings and process improvement sessions to help the Company achieve its goals.
- Level 4 Diploma in Financial Planning or near completion of.
- Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice.
- A detailed understanding of pensions, investments, protection, and tax planning.
- Excellent report writing and communication skills.
- Experience of a variety of IT systems.
- Previous experience of using different provider websites and knowledge of the overall application and administrative processes.
- Salary £36,000- 40,000 per annum depending on experience
- Monday to Friday (9am-5pm) -working from home with occasional visits to the head office as and when required
- UK's leading wealth management pension scheme + generous holiday entitlement
- Unrivalled career development prospects
- National Training and ability to up skill your existing skill set
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Paraplanner - Spalding, United Kingdom - Paradigm Employment Services
Description
Paraplanner
A truly exciting opportunity for a Paraplanner to join one of UK's leading wealth management and financial advisory specialist based in Spalding area.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
We are looking to speak with applicant who can demonstrate commitment, eager to learn and showcase their skillsMain Responsibilities for the successful Paraplanner:
About the successful Paraplanner:
Paradigm Employment Services Ltd is acting as an Employment Agency in relation to this vacancy
