Clark James Recruitment are working with a busy Wealth Management/Financial Advisory firm based in Worthing to recruit an experienced Financial Services Administrator/Paraplanner to join the business.
Conduct high quality research on a range of financial planning products.
Compile bespoke reports that are specifically tailored towards the client's requirements.
Write detailed recommendation and strategy reports which will result in specific recommendations to be passed onto the Adviser.
Obtain information on client's existing financial arrangements and conducting gap analysis.
Keep up to date with any new products and developments.
Monday to Friday role, no weekends.
Previous experience working within a financial advisory firm (IFA Practice) is essential.
Have experience writing bespoke valuation reports and suitability letters and producing high-level research.
Experience in submitting and processing new business.
Strong technical knowledge of pensions, life and investment products.
Experience using wrap platforms and back-office systems such as Nucleus & FinPlan.
A keen eye for detail and administrative experience.
Hold the Level 4 diploma in financial planning (or working towards this qualification).
Previous paraplanning experience.
Strong working knowledge of pre and post retirement planning products.
A good knowledge of all retail investment products.
£30,000 - £45,000, negotiable, dependent on experience.
To apply for this please forward your most recent cv to email@example.com
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