Paraplanner
Up to £45,000
Hybrid
Devon
Responsibilities
- Receiving instructions during debriefings from advisers following client meetings.
- Interpreting data obtained by advisers during client meetings.
- Analysing data and using research tools to provide solutions to meet client needs and objectives.
- Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.
- Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports.
Requirements
- Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma
- Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations.
- Analytical in solving tasks with a keen attention for detail.
- Possess excellent organisational and time management skills with an ability to work under pressure and prioritise.
- Deliver effective and positive communication, and demonstrate competent use of IT.
Benefits
- Hybrid working
- Pension
- Bonus
- Death in service