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 skills !
Main Responsibilities for the successful Paraplanner:
* 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 a...