Clark James Recruitment are working with a highly regarded Financial Services business.
Due to further business expansion our client is looking to recruit a Paraplanner to join the team.
Role
*Comply with all Compliance and Administration procedures, as set out in the Compliant Procedures manual.
*Produce new client 1st & 2nd letters and suitability reports as required.
*Gather recommendations from the the Portfolio Review team.
*Produce client illustrations, including obtaining quotes from the Exchange portal.
*Pre-populate forms for clients completion/signature.
*Analyse outcome of questionnaires.
*Attend client meetings to complete non-advice paperwork such as fact finds if required.
*Complete cashflow modelling for clients and present these at client meetings if required.
*Keep up to date with cashflow modelling software and report any training needs.
*Support Advisers in research and analysis to meet client needs and objectives.
*Assist with tax reporting work for clients if required.
*Ensure continuous professional development to meet personal development needs.
*Attend provider meetings and seminars where required.
*Perform monthly cash balance checks.
Candidate
*Previous experience working as a Paraplanner is essential.
*Level 4 diploma qualified, or able to demonstrate previous experience.
*Excellent communication, presentation and attention to detail skills.
*Driven to forge a lasting career within a professional organisation that recognises hard work and commitment.
*Presentable.
*Confident.
Package
*Basic salary to £45,000
*Benefits
***Please only apply for this position if you are an experienced Paraplanner, due to the nature of the work, our client can only consider candidates that hold previous experience***