A chartered firm of IFA's is now seeking to appoint a Junior Paraplanner/Sales Support to work with and support a Chartered Financial Planner. Junior Paraplanner/Sales Support will be required to carry out all aspects of preparing for client meetings including completion of reviews, product analysis and writing suitability reports. Hybrid/Flex working. Onsite parking. Further responsibilities include...
- Ensure the Financial Planners requirements are fully understood by effective questioning
- Analysing information on a clients existing financial arrangements
- Research products as agreed and in discussion with Financial Planner
- Prepare and compile Suitability Reports
- Prep cases for client meetings
- Develop a professional working relationship with the Financial Planner to ensure the highest standards of advice provision and customer service
- Ad hoc administration
The Company:
- A chartered IFA offering advice on all aspects of Financial Planning. Including life cover, pensions, investments, savings and IHT planning. Hybrid/Flex working. Onsite parking.
The Person:
- Previous experience of working within an IFA environment, with a good knowledge of all retail investment products
- Experience of Intelligent Office (IO) back office system
- A positive, friendly and service orientated person with a 'can do' attitude.
- Articulate communicator, written and verbal
- Honesty, integrity and ability to maintain confidentiality
- Strong work ethic and responsive to the need to offer a consistent high quality service
- Willingness to work as a key member of a small team and help others where needed