Current Vacancies

• Paraplanner

  consultant: James Rendell reference: JR-6845 Location: Monmouthshire
  Salary: £30000 per Annum Contract: Permanent

  Paraplanner
  Location: South Wales
  Salary: £22,000 - £30,000

  Our client is a well established IFA practice with a respected reputation in the area.
  Reporting directly to the Compliance Manager you role is to provide a technical function that supports the advisors in areas including pensions, mortgages, general insurance, tax and investment management

  Responsibilities

  The processing of the personal information provided by clients during a meeting with their Financial Advisor
  Researching the best solutions that meet each clients financial needs
  Produce letters, reports and supporting evidence for consideration by the Client
  Assist in analytic work, including cash flow forecasting and investment analysis
  Prepare the paperwork in readiness for client meetings
  Assisting the Financial Adviser in establishing new client relationships
  Assessing each clients financial circumstances
  Preparing financial statements to support development of each client financial strategy
  Use of financial planning software tools
  Proposing and drafting solutions that meet each clients goals, needs and objectives
  Support the ongoing client relationship
  Developing productive working relationships with colleagues and clients

  Skills

  Excellent interpersonal, listening and numerical attributes
  Strong analytical and research skills
  Report writing and clear written communication skills
  A professional, ethical and discreet manner
  Client service skills
  Effective time and caseload management
  Confidence using IT and database packages
  Able and willing to work on own initiative, sometimes for long periods
  A flexible approach to business hours would be necessary
  Computer literacy - recognising strengths and weaknesses in achieving a compliant audit trail
  A good knowledge of all financial products including investments, protections, pensions and tax
  Acting ethically, impartially and always in the best interest of the client
  Meeting the FSA's Treating Customers Fairly requirements at all times
  Be fully conversant at all times with the Societies policies and procedures

  Requirements

  At least 2 years experience in a similar role working within a Banking or IFA environment
  Diploma qualified with a desire to continue personal development
  Working hours are 9 to 5 with Saturday shifts on a rota basis

  Add to Folderreference: JR-6845