Paraplanner | Permanent | Nottingham Based
£35,000 - £45,000 Depending On Experience 

Cherry Professional are recruiting for a Paraplanner for a fantastic company based in Nottingham.

What we are looking for:

- Previous experience as a Paraplanner
- Familiar with all major research systems
- Experience of the Pension Transfer market is preferred but not essential
- Confident in dealing with third parties and can work with total discretion
- Highly organised with excellent communication skills
- Exceptional attention to detail
- Can work independently or as part of a team

Key details:

- Fully analyse clients’ requirements, develop cash flow models and accurately record client data
- Research and analyse financial products to meet Client requirements and objectives
- Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
- Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
- Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
- Ensure client meeting notes are updated to CRM system as and when necessary
- Act as a point of contact for clients and deal with routine issues/queries
- Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
- Submission of business via EBS in a timely manner and to ensure that client money rules are not breached
- Stay abreast of legislative changes and other regulatory issues taking necessary action as required
- Work within and stay up to date with template changes and advice notes
- Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
- Undertake continuous professional development to meet regulatory requirements and personal development needs
- Build a rapport with the various administration centres to ensure speedy and helpful responses to client queries and resolving any administration issues

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