Our Client provides a unique and modern approach to Financial Planning for HNW individuals and the Employee Benefits market. Having been awarded 'Chartered' status from the Chartered Insurance Institute in 2013, our Client is committed to providing high levels of professionalism to clients and employees alike.
An exciting opportunity is now available for an ambitious Paraplanner to form part of their team. The successful Candidate must be able to analyse information and conduct research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness.
What to expect:
* 25 days holiday
* 4 x Death in Service Benefits
* Employer Pensions Contributions
* Flexible working
* Free Parking
Responsibilities:
1. Receiving instructions during debriefings from advisers followingclient meetings.
2. Interpreting data obtained by advisers during client meetings.
3. Analysing data and using research tools to provide solutions tomeet client needs and objectives.
4. Providing records to support research undertaken.
5. Consolidation of client needs and objectives, together with therecommendations and course of action in a written format via suitability rep...