Paraplanner

Heat Recruitment

Posted 12 days ago, valid for 25 days

Wellington, Somerset TA210ED, England

£24,000 - £28,800 per annum

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

The Paraplanner position offers a salary of up to £45,000 and requires candidates to have a Level 4 Diploma in Financial Services, with a focus on achieving a Level 6 Advanced Diploma.
Responsibilities include receiving instructions from advisers, interpreting data from client meetings, and analyzing this data to provide tailored solutions.
The role also involves consolidating client needs into written formats such as suitability letters and key features documents.
Candidates should demonstrate practical awareness of retail financial products, strong analytical skills, and excellent organizational abilities.
The position offers hybrid working, a pension plan, bonuses, and additional benefits like death in service coverage.

Paraplanner

Up to £45,000

Hybrid

Wellington

Responsibilities

- Receiving instructions during debriefings from advisers following client meetings.

- Interpreting data obtained by advisers during client meetings.

- Analysing data and using research tools to provide solutions to meet client needs and objectives.

- Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.

- Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports.

Requirements

- Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma

- Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations.

- Analytical in solving tasks with a keen attention for detail.

- Possess excellent organisational and time management skills with an ability to work under pressure and prioritise.

- Deliver effective and positive communication, and demonstrate competent use of IT.

Benefits

- Hybrid working

- Pension

- Bonus

- Death in service

Apply now in a few quick clicks