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Paraplanner

Location: HAMBLEDON, HAMPSHIRE, UNITED KINGDOM Salary: 28,000-33,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: about 1 month ago Reference: X3-371708

My client is a successful wealth management Practice who is seeking an experienced Paraplanner to join their team 

 

Duties as followed:

Researching and writing suitability reports when required

Supporting the paraplanners and able to cover their workload when they are out of office

Developing sales proposition by spotting gaps in the ‘service offering’ and working on improvements

Developing, training and providing guidance to team members, especially para planners.

Reviewing template suitability reports and creating new ones in new product areas

Updating product panels on a quarterly basis.

Doing project work including in depth research and analysis and recommendations

Due Diligence work on providers of certain products e.g. VCT and EIS.

Dealing with clients’ technical queries and providing generic guidance in the absence of IFAs.

 

Skills / Experience Required:

Must have Level 4 diploma in financial planning 

Excellent planning skills including report-writing skills

Good technical skills and technical knowledge of advice and product options

Able to develop the para-planning team and supervise workloads

Good understanding of compliance issues

Time management and accuracy skills

Good communication skills and ability to work on own initiative when required

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