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This financial planning firm provide high-quality, comprehensive financial planning advice to individuals, families and businesses and are looking for an experienced Paraplanner to join the team.Role and Responsibilities
- You will work closely with the MD and team of highly qualified Advisers, to ensure client receive an excellent level of service and all deadlines are met.
- Produce review documents and suitability reports.
- Using relevant tools research product suitability and services ensuring that our clients have the best "whole of market advice" made available to them when they need it.
- Input into and follow the Company Central Investment Proposition.
- Ensure that all relevant technical paperwork is prepared and ready for presentation to the client by the Adviser.
- Follow up and discuss with the Provider, Adviser, Client or Administrator as necessary ensuring a regular communication flow in order that business is concluded.
- Ensure registers and logs are kept up to date and reviewed on a regular basis.
- Take responsibility for dealing with client issues in order to lead to a satisfactory conclusion.
- Keep up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role.
- Ensure that all compliance procedures relevant to your area of expertise are in place and adhered to by colleagues ensuring the Compliance Officer is aware of any important issues.
- Make sure that colleagues are aware of any changes to key technical material in a timely and professional manner.
This is an office-based role working 9am-5pm Monday-Friday with the potential for hybrid working in the future.
The Individual:
- Must have prior experience as a Paraplanner.
- Excellent technical knowledge across a wide range of areas.
- Experience working with Microsoft Word, Excel and Outlook.
- Knowledge of industry specific software systems such as Cashcalc, FE Analytics etc.
Benefits:
- Salary circa £40,000 (depending on experience).
- 25 days plus bank holidays.
- Parking available on site.
- Pensions.
- Death in service.
Contact: Karen CumminsReference: KC/87784Candidate Care:By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.In the meantime, we would like to thank you for your interest in Cavendish Maine.
