Paraplanners - all levels
- Recruiter
- Reed Insurance
- Location
- Preston
- Posted
- 11 Apr 2018
- Closes
- 03 Jul 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
My client are an award winning privately owned company in the south-west, offering a fully independent financial advice service to both individuals and business on how to meet their financial objectives.
Due to expansion and success they require 2 paraplanners to join there existing paraplanning team, ideally looking for a junior and senior Paraplanner but will consider all levels.
In return a competitive salary can be offered dependent on experience and professional qualifications, plus unrivaled benefits with genuine career progression prospect and flexibility.
General role and responsibilities
. Help manage and receive Para planning Services workload.
. Liaise and build a good working relationship and rapport with the Company advisers.
. Write compliant and correctly formatted suitability reports, inclusive of collating supportive sale documents.
. Collate client information, including full policy information, up to date valuations and completion of money laundering processes.
. Perform research through various tools and systems.
. Complete the checking process of reports for yourself and provide final read-throughs for your team members as and when requested.
. Share good practice ideas with your team.
. General office maintenance as and when appropriate. It is considered the responsibility of all to keep the business premises clean, presentable and tidy, paying particular attention to Data Protection Requirements and a clear desk policy.
. Liaise with Head Office Administration team, when necessary.
. Complete all tests and compliance literature, when requested.
. Remain aware of changes to Company intranet and compliance regulations through Publications.
. Complete 35 hours of structured CPD (continuous Professional Development) a year, in line with Adviser requirements. Some work time will be given, but must be approved to ensure it is a compliment to the work
. Write freehand letters for supportive documents, within compliance time frames
. Quarterly Due-diligence conducted and filed correctly for providers "off Castle Panel"
As and when required for HNW Adviser;
. Meeting preparation, including ordering applications, brochures and illustrations
. Completion of Applications and scanning for records
. To write freehand letters for supportive documents, within compliance time frames
. To act as a consultant between the adviser and client when appropriate.
. Provide Valuations of clients affairs as requested either by the client or Louise
. Respond to queries on behalf of HNW Adviser, either to product providers or directly with clients.
Skills and experience required
Level 4 Financial Planning Diploma or working towards
Relevant experience within report writing
Paraplanning exposure
Whole of markwet product knwoledge
Techncial ability
Be able to demonstrate excellent communication skills
Reed Specialist Recruitment Limited is an employment agency and employment business
Due to expansion and success they require 2 paraplanners to join there existing paraplanning team, ideally looking for a junior and senior Paraplanner but will consider all levels.
In return a competitive salary can be offered dependent on experience and professional qualifications, plus unrivaled benefits with genuine career progression prospect and flexibility.
General role and responsibilities
. Help manage and receive Para planning Services workload.
. Liaise and build a good working relationship and rapport with the Company advisers.
. Write compliant and correctly formatted suitability reports, inclusive of collating supportive sale documents.
. Collate client information, including full policy information, up to date valuations and completion of money laundering processes.
. Perform research through various tools and systems.
. Complete the checking process of reports for yourself and provide final read-throughs for your team members as and when requested.
. Share good practice ideas with your team.
. General office maintenance as and when appropriate. It is considered the responsibility of all to keep the business premises clean, presentable and tidy, paying particular attention to Data Protection Requirements and a clear desk policy.
. Liaise with Head Office Administration team, when necessary.
. Complete all tests and compliance literature, when requested.
. Remain aware of changes to Company intranet and compliance regulations through Publications.
. Complete 35 hours of structured CPD (continuous Professional Development) a year, in line with Adviser requirements. Some work time will be given, but must be approved to ensure it is a compliment to the work
. Write freehand letters for supportive documents, within compliance time frames
. Quarterly Due-diligence conducted and filed correctly for providers "off Castle Panel"
As and when required for HNW Adviser;
. Meeting preparation, including ordering applications, brochures and illustrations
. Completion of Applications and scanning for records
. To write freehand letters for supportive documents, within compliance time frames
. To act as a consultant between the adviser and client when appropriate.
. Provide Valuations of clients affairs as requested either by the client or Louise
. Respond to queries on behalf of HNW Adviser, either to product providers or directly with clients.
Skills and experience required
Level 4 Financial Planning Diploma or working towards
Relevant experience within report writing
Paraplanning exposure
Whole of markwet product knwoledge
Techncial ability
Be able to demonstrate excellent communication skills
Reed Specialist Recruitment Limited is an employment agency and employment business