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Paraplanner

2 months ago

Stockport, United Kingdom Medlock Partners Limited Full time
Paraplanner,Stockport based Salary up to £40,000( Experience dependant)25 days holiday, Hybrid workingFull exam support PMI, Company Pension Death in service Our client are a highly progressive and buoyant Firm of Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports. Responsibilities/ Duties:
  • Prepare suitability reports, using the systems and templates provided, for a wide variety of advice types.
  • Carry out technical research on existing and newly recommended products, along with fund research, where required.
  • Ensure all relevant compliance, internal business documents and provider documents have been completed and are located on the back-office system.
  • Ensure all tasks are carried out and completed in line with company policy and procedures.
  • Maintain awareness of, and act in accordance with all Compliance and legislative obligations.
  • Discuss client objectives with the relevant Financial Advisers, identifying where further necessary client information is required, in order to prepare suitability reports.
  • Develop and maintain effective relationships with colleagues.
  • Deal effectively with queries from colleagues and other parties through effective communication.
  • Liaise with product providers and other third parties effectively, where required.
  • Accurately and efficiently support the Paraplanning Team to enable the achievement of standard internal business targets for suitability reports and research.
  • Participate in team meetings.
  • Proactively enhance industry and company knowledge, through external and internal sources.
To be considered you will need to have industry related experience and will ideally be working towards industry related exams, OR be passionate about obtaining the Level 4 Diploma. Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy. Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion