Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Altrincham.
Role overview
To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners
To ensure that the preparation of advice is of the highest quality and is prepared in a timely manner
To assist the Technical Services Manager in mitigating and highlighting any risks to the business
To provide relevant MI data when requested to the Management Team
Responsibilities
Research, Technical Support, Written Reports and the Preparation of Advice
To provide technical support, highlighting areas of possible business to Advisers
To use the approved research tools to provide the adviser with research to support their recommendations
To analyse and research options for the advisers including products and providers as necessary
To deliver high quality reports in a timely manner, covering a variety of areas including Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning
To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner
To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate
|
Skills required
Attention to detail
Strong technical knowledge of financial services
Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients
Effective technical and product research using own initiative where appropriate
Ability to manage time and your own workload as well as working in a team
Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards
In depth understanding of compliance within Financial Services
Microsoft Office, including, Excel, Word, PowerPoint and Publisher
Qualifications
Diploma in Financial Services (or working towards equivalent)
Knowledge
An understanding of Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning
Experience
A minimum of two years’ experience in Financial Services
If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.