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***** PARAPLANNER *****

Location: ALTON, HAMPSHIRE Salary: 35000 - 45000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 10 days ago Reference: 3061944
We are recruiting for a Paraplanner to join the Paraplanning team, reporting into the Para-planning manager.  Working within a well established IFA based Near Alton and Farnham.  This role offer study support to anyone wishing to take further studies and a very competitive salary with options to have a laptop and phone for working form home on occasions 




• Research financial solutions utilising appropriate software and industry knowledge
• Produce compliant reports and recommendation letters
• Prepare and despatch necessary paperwork to implement recommendations
• Ensure client files are compliant and include appropriate evidence of research, liaising with the Independent Financial Advisers where required.
• Undertake and maintain additional research relating to company strategy, such as platform/wrap and centralised investment proposition due diligence
• Maintain personal competence through continuing professional development and additional training as required
• Any additional tasks as may be required to ensure the smooth running of the business and compliance with FCA directives



• Ideally hold Financial Planning Diploma qualification or recognised equivalent as a minimum
• Must have knowledge of FCA record keeping requirements
• Must have excellent interpersonal and communication skills
• Must have excellent analytical skills and work in a structured, planned manner
• Must have a good working knowledge of Word, Excel, Outlook, Aequos, Exchange, Analytics and other industry associated software
• Must have good keyboard and letter writing skills

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