Back to search
Our client is looking for an experienced Paraplanner to join their great team in Nottingham. Salary will be depending on experience, with great bonuses available.Specific activities include:
• Check all compliance paperwork is present • Discuss client objectives with Financial Advisers • Conduct research into new products • Write suitability reports • Complete application / proposals forms • Ensure all compliance paperwork is in order and accurate • Make changes to clients’ investments as instructed • Establish and build strong relationships with clients • Organise future planning meetings with clients • Review investment portfolio, asset allocation, risk profile etc • Send planning figures to client for update and revision in preparation for next meeting • Initiate review meetings with clients • Respond to withdrawal requests • Data entry using relevant platformsKey Skills/Experience Required
Essential
• Understanding of the Financial Planning process • Able to work within defined business processes • Ability to achieve agreed outcomes without supervision • Prioritise and plan own workload • Excellent interpersonal skills, both written and verbal • Ability to multitask and prioritise effectively • Good IT skills • Good report writing skills • Ability to work independently and in a teamDesirable
• Broad knowledge of financial services world • High level of technical knowledge• Knowledge of Financial Planning toolsQualifications
Essential
• Diploma qualified
