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 based in Southampton. Ideally Diploma qualified, or equivalent, with Centra and intelligent office desirable but not essential.
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.
The role is varied and involves working as part of a close-knit friendly team, supporting 3-4 Advisers.
- 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.
- 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.