Working on behalf of a highly reputable Financial Advisers, we are seeking an experienced Paraplanner to join their team
Our client are committed to giving a bespoke, personal service tailored to the specific needs of each individual as in our experience, every client has unique personal concerns, responsibilities and ambitions. Recommendations are made following face-to-face discussions with clients to help them achieve their financial objectives. The level of satisfaction may be judged by the fact that most of our new clients are as a result of personal recommendation by existing clients. The company had 2 sides to the business, one for IFA support, and one as an SJP Practice, which is the side of the business the Paraplanner will be supporting.
As Paraplanner, you will be reporting to the Practice Manager, responsible for creating suitability reports. Other duties will include, but not be limited to:
- Assimilate and segregate information gathered by the adviser on the CFR
- Liaise with the Adviser as appropriate to fill any information gaps
- Collate ceding scheme information to ascertain all present and appropriately dated
- Work within, and stay up to date with template changes
- Maintain quality documentation by paying attention to detail
- Work within the constraints of templates using APTUS
- Stay abreast of legislative changes
- Liaise with Head Office admin centres
- Use checklists to ensure quality of documentation
To be considered for the role, you will have a background with pensions, and ideally have at least 3 years’ experience. Preferably you will be diploma qualified, or working towards.
You will have the ability to balance conflicting demands in a calm and friendly manner, able to work autonomously and remotely, whilst being analytical
Liability and Disclaimer
The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.
All applications received will be dealt with in the strictest confidence
Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.