Duties/Responsibilities/Person Specification:

Providing high quality technical paraplanning support to the adviser team and Paraplanning Manager across all areas of financial advice Preparation of suitability letter and reports in line with Advice framework standards and compliance Research and analysis of financial products. Analysing clients circumstances, goals and objectives to match the desired outcome Accurately recording clients data and compliance Communication between client and adviser to ensure both parties are updated throughout the process. Working within desired timescales for completion of tasks Project a professional image in both appearance and attitude and provide quality support on time to agreed standards Maintain up to date industry knowledge and awareness by attending training days. Maintain technical competence at an appropriate level to meet the requirements of the role. Previous and proven successful experience in Paraplanning role

is essential Diploma or working towards is desirable but not essential Genuine interest in Financial Services and paraplanning as a career High level of attention to detail and accuracy Highly organised Excellent written and verbal communication skills IT Skills Always demonstrates a positive attitude Works well as an individual and as part of a large team This is a great opportunity to join a lovely and rewarding organisation, where you can continue and also develop your paraplanning career in a long established and stable/growing business

1 Financial Services / Investment jobs in Hoole, Cheshire West And Chester