Paraplanner, South East, Hertfordshire, Stevenage – Jobs24.co.uk
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Paraplanner

Hales Jobs

Stevenage, Hertfordshire

Published
18-12-2018
Job ad details
Published
18-12-2018
Expires
15-01-2019
Job ID
LJA-68940378
Jobtype
Permanent
Salary level
£25,000 - £30,000  per year
Job sector
Banking & Insurance

Role:  Paraplanner

Location:  Stevenage

Salary: c30k

Status:  Permanent, Full time

Description

Our Stevenage based client is seeking an experienced Paraplanner to act as a key member able to provide support of the highest standard to their team of Financial Advisers.  The role will incorporate the following:-

  • Review fact finds, file notes, client risk profile questionnaires.
  • Submit Letter of Authorities to the relevant providers.
  • Undertake quotes using relevant platforms and providers.
  • Undertake the necessary research and analysis, including:
  • Fund analysis, Product comparison, Product analysis, Fund research, Charges analysis
  • Compile suitability reports detailing the recommended advice to suit the client’s needs
  • Discuss the reports with the Financial Adviser, amending as necessary.
  • Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
  • Record, monitor and report on progress of applications adding to workflow spreadsheets.
  • Support the Treating your Customers Fairly (TCF) initiative.

You will ideally have the following knowledge and experience:-

  • Financial Planning Diploma Qualified (or equivalent professional qualification).
  • Demonstrable paraplanning experience.
  • Experience of, or understanding and a willingness to work with a centralised investment proposition, including:
  • Single fund multi-asset/multi-manager solutions, Discretionary Fund Managers, Model Portfolios
  • Proven ability to work with suitability reports.
  • Knowledge of Microsoft Office software applications.

If you are interested in applying for this position please send your CV to lorna.ballard@halesgroup.co.uk or call 01438 741 833

If you have applied for the role and do not hear from us within 7 days, then apologies but your application will not be progressing further.

Hales Group Ltd collects and keeps information from applicants, so that we can monitor our recruitment process, ensure compliance with the Equal Opportunities policy, and when appropriate send you details of future job opportunities. We keep your name and address, and details of your application. If you do not want us to do this please contact your local branch.

Apply now

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Job ad details
Published
18-12-2018
Expires
15-01-2019
Job ID
LJA-68940378
Jobtype
Permanent
Salary level
£25,000 - £30,000  per year
Job sector
Banking & Insurance