Home Based Paraplanner

Elite Staffing Solutions
17 Jun 2017
30 Jun 2017
My client is a reputable professional and financial services company who specialise in providing pro-active and practical solutions throughout the region. They are a friendly, yet dynamic business who are seeking an experienced Paraplanner to join their financial services team in Taunton. The salary is dependant on experience. Other benefits include full support within your role and the ability to work from home 4 out of the 5 days a week. This will suit someone who is an experienced Paraplanner and is currently working in a similar role, looking to further their career within a forward thinking and growing business. Main duties include; Preparing and maintaining client files; collecting quantitative and qualitative data, discussing objectives with IFA’s and prioritising needs Prepare client recommendations; identify areas for planning, undertake research and prepare reports Implement recommendations; prepare suitability letters, complete applications, ensure all compliance paperwork is completed Make changes to client investments or implement chosen investment strategies Complete draft reports Establish and build excellent relationships with clients and IFA’s Review portfolios, asset allocation, risk profile etc The successful candidate must have; Good understanding of financial planning process Experience and confidence with pensions profilers (desirable) Excellent report writing skills Excellent attention to detail Ability to prioritise and meet deadlines Excellent administrative skills and good working knowledge of Microsoft Office and Excel Excellent interpersonal skills At least a years’ experience within a fully-fledged Paraplanner role A professional approach to work and demonstrate integrity and commitment Full FPC or equivalent is desirable Level 4 Diploma in Financial Planning (Or working towards) If you are looking for a new exciting chapter within a forward thinking, ever-growing business then apply here Elite Staffing Solutions are acting as an employment agency for this role. This job was originally posted as www.totaljobs.com/job/74402267

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