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Team Leader Paraplanner

Location: BURGESS HILL, WEST SUSSEX Salary: 30000 - 40000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3063778
A Chartered IFA Practice based within the RH postcode is seeking a Experienced Paraplanner Team Leader to join their large scale team to lead an existing team of support staff working on pre-submission business alongside researching and preparing comprehensive financial planning reports and suitability letters. You will be supporting high performing Financial Planners in providing a 5* service e to their HNW client bank.

My client is looking to speak to Diploma Qualified/ Chartered Status Paraplanners who can hit the ground running and constantly lead their team forward to success.

Salary on offer circa £40,000 with additional benefits in place.

• Checking all compliance paperwork is present
• Discussing client objectives with financial adviser
• Identifying and obtaining the information necessary to compile financial cashflow forecast
• Undertake research  identify suitable
solutions to meet the client’s needs
• Prepare information/comparisons for analysis 
• Prepare draft recommendation reports
• Prepare suitability letters
• Complete application / proposals forms
• Make changes to clients’ investments

• Experienced in dealing with Trusts
• In depth knowledge of pensions, protection and retirement products
• An excellent team player
• Works under pressure and to tight deadlines
• Able to prioritise workload demands
• Experienced in a supervisory/managerial role.

For more information please do not hesitate to contact me for a full job spec and further information.
Perhaps not for you? Refer a friend to receive upto £300.

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