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Paraplanner

  • Location

    Leicestershire

  • Discipline:

    Compliance

  • Job type:

    Permanent

  • Salary:

    £35,000 + benefits

  • Consultant:

    Paul Clayton

  • Email:

    pclayton@merje.com

  • Job ref:

    PC/14736

  • Published:

    13 days ago

The role will involve:

  • Research and analyse products and providers for new clients, compiling suitability reports
  • Periodically reviewing available products; pro-actively seeking new product details to ensure appropriate recommendations can be made, meeting all client needs
  • Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk attitude and in line with investment ethos
  • Reviewing both new contracts and alterations in product provider’s terms. Make product recommendations to Financial Advisors
  • Ensuring that all research material is on file and that records are organised
  • Maintaining procedures for the 'back office’
  • Provide support to the financial advisers to ensure compliance and new business submission documentation is accurate
  • Undertake annual review for existing clients, researching, analysing and making recommendations where applicable.

Key Requirements:

  • Experienced paraplanner with ideally two years in the role of actual report writing
  • Excellent knowledge of key areas of financial planning, including trusts, personal taxation, pension legislation, protection and investment principles
  • Level 4 Diploma qualified or working towards