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About the job
Our client, a successful Financial Services company is looking to recruit a Senior Paraplanner on a permanent basis.
Salary: depending on experience
Due to continued expansion, a prestigious financial services practice is looking for an experienced Paraplanner to join there organisation and assist in dealing with increasing levels of demand.
You will be joining an experienced team supporting Financial Planners by conducting product research and producing accurate and compliant client reports and suitability letters.
Duties will Include:
Providing financial planning and suitability reports using the appropriate research tools within the agreed timescale
Ensuring that factfinds and the advisers meeting notes are fully and comprehensively completed and that all outstanding information has been received prior to preparing any financial planning reports and suitability letters
Ensuring that on completion of business by the Financial Planner client files are complete and all relevant documentation enclosed before submission
Ensuring that client files are compliant on completion of new business, and where advice has been provided
Ensuring all Financial Planning and Suitability Reports and letters are compliant, technically accurate and completed in line with the IFP Business Standards and templates provided
Establishing strong relationships with clients and attending client meetings where appropriate or required
Submitting new business promptly to providers, ensuring legible copies are uploaded to the back office system and implementing agreed actions
Obtaining the information necessary to compile an accurate cashflow forecast
Preparing cashflow forecasts for clients and discussing these with the financial planner
Ensuring all meetings, enquiries and subsequent dealings with clients, introducers and product providers are conducted in a professional manner and comply with the companys procedures
Working collaboratively with financial planners and administrators to ensure work in progress is completed in a timely fashion
To work with Financial Planners, other Paraplanners, Managers and Directors on other projects, from time to time as required
To maintain the professionalism of the firm at all times and act accordingly in all dealings with colleagues, clients, providers and visitors
Skills and Experience required:
Level 4 Diploma qualification in financial services is desirable
Paraplanning experience is essential
Excellent computer skills including Word and Excel
Excellent verbal and written communication skills
An ability to prioritise your workload and meet deadlines
Professional and confident telephone manner
Excellent technical knowledge
Good organisational skills
Good awareness of Data Protection legislation and risks
Paul Mitchell Associates is acting as an Employment Agency in relation to this vacancy.
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