Our client is looking for an experienced Paraplanner to join their great team in Nottingham. Salary will be depending on experience, with great bonuses available.
Specific activities include:
- Check all compliance paperwork is present
- Discuss client objectives with Financial Advisers
- Conduct research into new products
- Write suitability reports
- Complete application / proposals forms
- Ensure all compliance paperwork is in order and accurate
- Make changes to clients' investments as instructed
- Establish and build strong relationships with clients
- Organise future planning meetings with clients
- Review investment portfolio, asset allocation, risk profile etc
- Send planning figures to client for update and revision in preparation for next meeting
- Initiate review meetings with clients
- Respond to withdrawal requests
- Data entry using relevant platforms
Key Skills/Experience Required
Essential
- Understanding of the Financial Planning process • Able to work within defined business processes • Ability to achieve agreed outcomes without supervision • Prioritise and plan own workload • Excellent interpersonal skills, both written and verbal • Ability to multitask and prioritise effectively • Good IT skills • Good report writing skills • Ability to work independently and in a teamDesirable
- Broad knowledge of financial services world • High level of technical knowledge• Knowledge of Financial Planning toolsQualifications
Essential
- Diploma qualified