Paraplanner (Diploma Qualified)
Our Client are a highly successful firm of Financial Planners who are based in the heart of Nottingham city centre, who now have an excellent opportunity for an ambitious & Talented Paraplanner to join their highly successful business.
Working from there office based in Nottingham you will be responsible for providing support, information, recommendations and financial analysis to the Financial Planners; whilst offering a first class professional service to all.
When you become part of their team, your commitment will be rewarded with a clear career path, a market leading salary, benefits package and an environment which encourages team work and thought sharing.
Identify and discuss areas for planning with the adviser.
Undertake relevant research to identify suitable solutions to meet a client\'s specific objectives.
Prepare relevant documentation and comparisons for review.
Prepare draft suitability letters to be discussed and signed.
Responsible for the completeness and accuracy of the information on which client recommendations are made.
Complete applications or proposal forms (in conjunction with the Administrative team).
When instructed, ensure changes to a client\'s investment portfolio are made, and made accurately and promptly.
Act as a point of contact and deal effectively with client queries.
Prepare existing client files ready for reviews.
Provide technical and research support to the Financial Planners in respect of our clients, as it is required.
To provide drafts of investment updates and other client communications to the Financial Planners for consideration. This includes reports, letters and other methods of communication.
Maintain and understanding and awareness of relevant rules and processes
\" Maintain a detailed knowledge and understanding of the firm\'s compliance procedures including record keeping requirements. Comply with our internal rules and processes and notify a senior person immediately if there is any breach, or risk of there being a breach.
To apply for the role you will have already obtained experience working within a similar business and will have gained knowledge of processing new business sin relation to Pensions & Investments. Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR8867