Paraplanner

Paraplanner
Slough
Posted 3 weeks ago

We are working with an established financial planning practice in Slough who are looking for an experienced paraplanner to join their team. Dealing with a variety of cases from high net worth clients you will be supporting holistic financial planners on all areas of advice.

Employee support and progression is a high priority on our clients list, you will be a valued member of the team from day one.

The Role

To provide technical support to financial planners, reporting to the senior paraplanner:

  • Research and undertake technical assessments of cases submitted by Advisers.
  • Analysing client’s circumstances, portfolios and objectives and preparing appropriate reports.
  • Produce compliant and technically accurate suitability letters and reports
  • Assist in answering client queries give them a service which surpasses their expectations
  • Liaise with compliance department regarding technical queries
  • Preparing for client meetings including checking that all compliance paperwork is present.
  • Undertaking fund performance comparisons
  • Completing the FCA pension switching and replacement product templates
  • Building and maintaining client relationships

Benefits

  • Competitive salary based on experience
  • Company discretionary bonus scheme
  • Employee perks such as gym membership
  • Exam support and progression

Requirements

  • Previous experience in a Paraplanning role (specifically writing suitability reports and assisting with pension transfers)
  • Level 4 Diploma qualified or near, working towards Chartered status is highly desirable
  • Excellent technical knowledge of pensions and investments
  • Knowledge or use of adviser office or similar

Apply Now!

Please click apply to be considered for this fantastic opportunity. If successful one of our specialist team members will be in touch within 48 hours to discuss the role with you before submitting your CV to our client as well as discuss any other suitable Paraplanner roles with you that may not be directly advertised.

If you do not hear back from us within 3 days, we do not have anything that matches your skill set on this occasion. However we are constantly taking on new vacancies so make sure to check out our web-site.

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Job Features

Job CategoryFinancial

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