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Paraplanner, North Region, (TB-1649)

£33000 - £33000 plus benefits
Are you looking for a new opportunity to further develop your career within Paraplanning? Our client is a well-respected and established Financial Planner who provide financial advice to both private and corporate clients.
Prime Responsibilities
  • Research, analyse and compile Financial Planning Reports
  • Handling existing client queries wherever possible
  • Providing research for Asset Allocation on a client’s existing portfolio
  • Prospecting new clients, qualifying leads and enquiries to ensure business targets are achieved
  • Servicing existing clients by providing valuations and portfolio updates as and when required
  • Quantifying and analysing clients existing investments
This role will incorporate
  • Conduct research on clients’ financial planning arrangements (existing and recommended); to demonstrate suitability and sustainability to meet the clients stated needs and objectives
  • Undertake investment portfolio analysis, including asset allocation analysis, in line with clients stated attitude to risk.
  • Compile investment/pension/protection illustrations, projections and associated documentation;
  • Prepare technical and accurate suitability reports in line with the compant standards
  • Prepare client service agreement letters
  • Assist in the management of the Advisers’ client commitments, diary planning and management of fee income, as required.
  • Handle client queries, as required.
  • Ensure client files comply with the company business quality standards;
  • Assist in checking client valuations;
  • Provide support with ad hoc projects and tasks where necessary
About You
  • Desire to develop professionally and achieve high levels of technical knowledge and sales skills
  • To excel and progress within a busy, performance related environment
  • To act in a professional manner always
  • Have a basic knowledge of regulatory requirements
  • At least 2 years’ experience as a paraplanner
  • Experience of working within a high-pressure environment
  • Experience of cash flow modelling and forecasting
  • An eagerness to continuously learn and develop skills and knowledge 
Skills & Knowledge
  • Excellent interpersonal skills and telephone manner
  • Excellent personal organisational and administrative planning skills
  • Highly numerate with excellent attention to detail
  • Proven ability to work on own initiative
  • The ability to work well within a team environment and build effective working relationships both internally and externally
  • Good knowledge of Microsoft Office with accurate keyboard skills
Key Benefits
  • Competitive Salary
  • Pension
  • Flexible Benefits Package
  • 25 days plus Bank Holidays
  • Voucher schemes
  • Full support with your own professional development
North Region
Job Role: 
Employment type: 
Employed (Full Time)
Reference Number: