Paraplanner
- Recruiter
- NJR Recruitment
- Location
- Leeds
- Posted
- 15 Aug 2018
- Closes
- 28 Sep 2018
- Job role
- Accountant
- Sector
- Accounting - Public practice
Paraplanner
Location: North Leeds
Salary: £35,00 - £45,000
NJR are currently working with a leading Independent Wealth Management Advisory Firm based in a convenient and central location in North Leeds. Our Client is looking for an Paraplanner to join their ambitious, expanding and technically astute team.
As Paraplanner you will be supporting various experienced Advisers offering High Net Worth Clients complex avice on Pensions and Investments. In addition to report writing the successful candidate will be expected to research and analyse products that are appropriate to the client’s circumstances; whilst assisting the Financial Planners in establishing new client relationships.
Responsibilities
- Develop and maintain effective relationships with clients and colleagues.
- Prepare suitability reports appropriate to level of experience and under relevant supervision.
- Ensure all relevant compliance paperwork has been carried out.
- Carry out technical research as part of the existing arrangement review process.
- Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
- Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
- Obtain data on in-house and third party products in order to provide technical valuations as required.
- Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check.
- Deal with client and insurer queries to completion as appropriate.
- Ensure that client queries are appropriately investigated and accurate responses given.
- Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations.
The successful candidate will need to have proven experience working as a Paraplanner with knowledge of investment and pension products. You will ideally hold 'Chartered status’ or working towards the Advanced exams.
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR8084
Similar jobs
-
New
-
New