Paraplanner – Nationwide Offices – £30,000 - £38,000
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.
In Return You’ll Receive
Flexible benefits to suit your lifestyle including buy and sell holidays
Hybrid
Pension
Income protection
Life insurance
Paraplanner Responsibilities:
Providing research, analysis & technical support
Preparing recommendation reports and maintaining client records
Analysing clients’ circumstances, objectives & risk profile
Identifying missing client information pertinent to formulating recommendations
Liaising with financial advisers to query/challenge proposed recommendations where necessary
Prepare information / comparisons, ready for analysis by the adviser
Cashflow modelling analysis
Maintaining accurate and up-to-date client and plan records on back-office system
Ensuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures
Handling of other reasonable duties, as defined by the Senior Management Team
Required Skills & Experience:
Experience in an IFA/Wealth Management environment
Must hold or be working toward a Diploma in Financial Planning
Proven experience in a similar role
Team player
Organisational skills
Excellent customer service skills
Excellent problem-solving skills
If you are interested in finding out about this exciting Paraplanner opportunity, please click ‘apply now’.
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