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Financial Services

Market Harborough


Paraplanner - Market Harborough

Our client is looking for a new Paraplanner to join their team in Market Harborough. Possibility to earn £30-40k, depending on experience. Specific activities include: • Check all compliance paperwork is present • Discuss client objectives with Financial Advisers • Conduct research into new products • Write suitability reports • Complete application / proposals forms • Ensure all compliance paperwork is in order and accurate • Make changes to clients’ investments as instructed • Establish and build strong relationships with clients • Organise future planning meetings with clients • Review investment portfolio, asset allocation, risk profile etc • Send planning figures to client for update and revision in preparation for next meeting • Initiate review meetings with clients Experience / Knowledge required • Minimum 1 years’ experience working within a financial planning company • Experience using client cash-flow modelling software preferable • Excellent understanding of the financial planning process • Good technical knowledge in a wide range of product areas – pensions, investments, IHT planning, tax planning, protection • Excellent suitability report writing skills • Keep up to date with new product, technical and legislative changes within the marketplace • Proficient IT skills. Basic word processing, spread sheet and database knowledge • Excellent planning and effective organisational skills • Computer literacy • Honesty and integrity • Methodological approach to work Qualifications • Have achieved Diploma in Financial Planning or equivalent is desired • Consent to, and have clear results for police check, bankruptcy search and any other background screening that is required. Please email your CV to to register your interest in this position.

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