Paraplanner

Overview

Location: Shrewsbury

Salary: Negotiable depending on experience

Are you a Paraplanner looking for your next role working within Financial Services?

Our client is currently looking for an experienced Paraplanner to join their support team. You will need to be Diploma qualified (or working towards), or equivalent.

Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

General Responsibilities:

  • Be a point of contact for any Adviser queries.
  • Delegate work requests appropriately within the team.
  • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
  • Ensure Suitability Reports are updated with current legislation.
  • Ensure that all company policies and procedures are adhered to.

 

 Paraplanning Responsibilities:

  • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
  • Discuss cases with adviser and pro-actively update the adviser throughout.
  • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
  • Prepare all relevant paperwork for client meetings.
  • Prepare and compile financial analysis.
  • Liaise with product providers and other relevant third parties.
  • Ensure that all client requirements are followed through to the appropriate conclusion.
  • Keep up to date with legislation.
  • Ensure thorough knowledge of product research and analytical tools.
  • An understanding of FCA regulations and guidelines relating to financial services clients.

 

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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    If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      • Ensure thorough knowledge of product research and analytical tools.
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      • Prepare and compile financial analysis.
      • Liaise with product providers and other relevant third parties.
      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      • Discuss cases with adviser and proactively update the adviser throughout.
      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
      • Prepare all relevant paperwork for client meetings.
      • Prepare and compile financial analysis.
      • Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager.
      • Co-operate fully with the Complaints Manager with any complaints from clients.
      • Liaise with product providers and other relevant third parties.
      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Participate in online provider webinars for continued technical knowledge and ongoing CPD.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      To be considered for this role you will:

      Need to be already level 4 qualified, or equivalent, with a good 2-3 years of paraplanning experience.

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837