Reporting to the Office Manager, the Paraplanner will provide support and co-ordinate their work ensuring the provision of a first class support service for the clients of the Company.
The Paraplanner will provide a high quality, business focused and cost effective admin support to the Financial Advisers.
You will have:
- Level 4 Diploma in Financial Planning (or equivalent)
- Experience in paraplanning (essential!)
- Strong knowledge of FCA regulations and industry best practices
- Attention to detail and excellent analytical skills
Responsibilities
The core tasks of the role are as follows;
Supporting an Adviser
- Analysing data and using research tools to provide solutions to meet Client needs and objectives
- Research best products from the market and providing supporting records for research undertaken
- Interpreting data obtained by Advisers during client meetings
- Participation at Monthly Staff/Consultant meetings
- Preparing quotes using all tools available
- Suitability letter construction
- Processing New Business
Full spec available!
Anne Corder Recruitment Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying you will be registered as a candidate with Anne Corder Recruitment Ltd, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data. Your details will be reviewed by one of our Recruitment Partners and we will contact you again within 5 working days if your application is to be progressed further.
Please note that we are not able to provide support with visa sponsorships and all applicants must be based in the UK and hold the valid right to work in the UK
INDEEDCOMM