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Direct Response are pleased to be working with an established business in Trowbridge who are expanding and seeking to recruit a Paraplanner on a permanent basis.
Day-to-day
The successful candidate will be working with an exceptional team of high achievers where they will be supporting the consultants ahead of their client meetings. Key Paraplanner duties include:
- Preparing compliant, technical suitability reports and ‘Financial Life Plan’ reports detailing the consultant’s recommendations for the client
- Manage client annual reviews
- Carry out technical research and analyse data collected on behalf of clients
- Accurately invest client money as per Consultants’ recommendations post client meetings
- Liaise with clients post meetings answering technical queries
- Proactive in identifying investments/tax saving opportunities for clients
- Manage and prioritise your work
- Evaluate investment portfolios with consultants
- Liaising and working closely with the Service Team
Skills & Qualifications Required
- A minimum of the Diploma in Regulated Financial Planning (Dip PFS)
- Advanced Pension exam AF30 or G60 or demonstrate a high level of advanced pension knowledge
- Worked in a similar role for at least 2 years
- Achieved or aspires to Chartered status
- Back-office system experience (We use Prestwood Professional)
This position will be working remotely to start but then partly office based when normality resumes
Monday to Friday 09:00 to 17:00
Start date 1/6/2021
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