Location: Birmingham OR Wolverhampton
Salary: ?30,000 - ?35,000
NJR Recruitment are currently representing one of the UK\'s leading National Firms of Independent Financial Advisers, who are now seeking an ambitious and talented Paraplanner to join their dynamic and ever growing business.
Working out of their offices based in Birmingham OR Wolverhampton the incumbent will be working closely with a team of Financial Advisers to support the client advisory process. Playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures;
Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
Undertake quotes using relevant in-house platforms or request quotes from external providers.
Undertake the necessary research and analysis, including:
Compile suitability reports detailing the recommended advice to suit the client\'s needs, uploading the report into the system for the Financial Adviser to pick up remotely.
Discuss the reports with the Financial Adviser, amending as necessary.
Instruct the IFA Administrator to proceed with preparation of the pack for the client.
Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
The successful candidate will need to have previous experience working as a Paraplanner. You will be Diploma qualified or working towards the Level 4 qualification as a minimum.
Our client is looking for a confident, switched-on individual who has the drive to exceed expectations and deliver a high level of professionalism.
For further information please contact one of our specialist consultants quoting REF: NJR10171