Job Details  
Advertiser: Bond Williams Professional Recruitment

 
Job Title: Paraplanner - Salary OF 35,000 - 40,000 -
Location:Christchurch
Rate:£35K.00 to £40K.00 Per Year
Description: Paraplanner – Christchurch – Salary of 35,000 - 40,000
Our client, a prestige company based in Christchurch are currently looking to recruit a Paraplanner to join their growing team. They are looking for candidates who are level 4 diploma qualified with experience in a paraplanning role. The working hours are 9am – 5pm Monday to Friday.

Duties:

* Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
* Undertake quotes using relevant in-house platforms or request quotes from external providers.
* Undertake the necessary research and analysis, including:

* Fund analysis
* Product comparison
* Product analysis
* Fund research
* Charges analysis

* Compile suitability reports detailing the recommended advice to suit the client’s needs, uploading the report into the system for the Financial Adviser to pick up remotely.
* Discuss the reports with the Financial Adviser, amending as necessary.
* Instruct the Client Services Associate to proceed with preparation of the pack for the client.
* Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
* Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review workflow across the team.
* Report obstacles and deviations from the agreed timescales to the Financial Adviser and Client Services Associate, so that client expectations are appropriately managed.
* Ensure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened.

Experience Required:

* Financial Planning Diploma Qualified (or equivalent professional qualification).
* Demonstrable paraplanning experience.
* Proven ability to work with templated suitability reports.
* Experience of including additional bespoke explanations for recommendations made outside of the standard template.

Benefits:

* Annual bonus of up to 8%
* 25 days holiday plus the bank holidays rising to 28 with service
* Pension scheme
* Private medical cover
* Employee assistance programme
* Free parking
* Death in service

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency
Skills Required: Paraplanner, Financial Services, Paraplanning
Job Type: Permanent
Start Date: ASAP
Contact: Hannah Darby Contact E-mail: Click
Contact Tel: 01202 233777 Contact Fax:
Reference: BBBH10913 Added: 12-09-2018
  IMPORTANT: For jobs based in the UK it is unlawful to employ a person who does not have permission to live and work in the UK. Please ensure you have this permission before applying, unless the advert states otherwise.
 
 
 
 
 
 
 
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