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Paraplanner

Location: BROMSGROVE, WORCESTERSHIRE Salary: 30000 - 40000 GBP Per Annum, inc benefits
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 2 days ago Reference: 3349460
A fantastic opportunity is available for a Paraplanner to join a Chartered Financial Planning firm based in the West Midlands.

My client pride themselves in delivering the highest levels of customer care as well as the ability to maintain strong relationships with business professionals. Their Charted status demonstrations a professional commitment of capability and raising standards of knowledge, their clients can expect the highest quality of service.


Your responsibilities will include:

-To ensure you keep up to date with all relevant legislative, technical and product changes
-Ensuring all client files are compliant on an ongoing basis
-To comply with the relevant compliance procedures of the firm at all times
-Preparing and maintaining client files
-To prepare recommendations and suitability reports in accordance with the agreed recommendations.


The experience you need:

-Experience of working in an IFA environment as a Paraplanner
-Experienced in using Microsoft Office
-A G60 or equivalent qualification, would be ideal, but is not a necessity
-A high standard of written and numerical skills
-Attention to detail and a high level of accuracy


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