Paraplanner - Godalming, United Kingdom - Blakemore Recruitment

Blakemore Recruitment

Verified Company

Godalming, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are recruiting for this award winning financial planning practice who require a paraplanner to join the team.

The key tasks and responsibilities will be:

Completion of suitability reports in a timely fashion and meeting any targets agreed with the director.
To analyse factfinding data and understand if there is sufficient information on which to base a suitability report.
Understanding the required content of a suitability report and conducting own research into any missing information before compiling it.
Knowledge of Analytics and back office systems such as Intelliflo.
Working with IFAs on what recommendations would best suit the client in line with their objectives and circumstances.
Doing project work including in depth research and analysis and recommendations on matters such as platform reviews, taxplanning products and providers based on established criteria.
Dealing with clients' technical queries and providing generic guidance in the absence of IFAs.
Processing new business including pension and ISA switches.

Ideally you will be level 4 diploma qualified and on the way towards being chartered. On offer is the opportunity to join and excellent employer who offer an excellent salary, competitive benefits and who will also invest in your personal development

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