Job Description
Paraplanner – Nationwide Offices – £30,000 - £38,000\n \n Chase & Holland are thrilled to be recruiting for a fantastic UK-wide organisation who are looking to recruit a Paraplanner. This is an organisation that is proud to deliver financial services to customers. We’re looking for an Paraplanner to join on a full-time permanent basis.
You will primarily be responsible for supporting the organisation to ensure an efficient service to all customers.\n \n In Return You’ll Receive\n\nFlexible benefits to suit your lifestyle including buy and sell holidays\nHybrid\nPension\nIncome protection\nLife insurance\n Paraplanner Responsibilities:\n\nProviding research, analysis & technical support\nPreparing recommendation reports and maintaining client records\nAnalysing clients’ circumstances, objectives & risk profile\nIdentifying missing client information pertinent to formulating recommendations\nLiaising with financial advisers to query/challenge proposed recommendations where necessary\nPrepare information / comparisons, ready for analysis by the adviser\nCashflow modelling analysis\nMaintaining accurate and up-to-date client and plan records on back-office system\nEnsuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures\nHandling of other reasonable duties, as defined by the Senior Management Team \nRequired Skills & Experience:\n\nExperience in an IFA/Wealth Management environment\nMust hold or be working toward a Diploma in Financial Planning\nProven experience in a similar role\nTeam player\nOrganisational skills\nExcellent customer service skills\nExcellent problem-solving skills\n If you are interested in finding out about this exciting Paraplanner opportunity, please click ‘apply now’.\n \n Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in finance, supply chain, HR, IT and office support recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire