Our client is a regulated firm of Financial Advisers that have built a strong reputation on client care and customer satisfaction, based on high levels of integrity and ethics.
An opportunity has recently arisen for a Paraplanner to join the technical support team.
Primary responsibilities:
Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
Provide a high level of technical support to the Financial Advisers
Complete portfolio reviews for the Clients
Handle client’s questions and queries both in writing and on the telephone
Ensure the database is kept up to date with clients and portfolio details as necessary and required
Remain up to date with any changes in Compliance and/or the financial services marketplace
Commit to continuous personal development and retain supporting records for inspection
Manage your own workload accordingly
Risk Profilers
About you:
Well organised, professional, and self-motivated
Experience writing suitability reports with some industry qualifications
Excellent analytical and writing skills
IT literate, proficient with Word and Excel
A working knowledge of X Plan would be advantageous
A team player who can work independently and under pressure
Paraplanner, Leicester (JR-1771)
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