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Paraplanner - New opportunity

4 months ago

Chorley, United Kingdom ST Resourcing Ltd Full time

A Chorley based Financial Planning company are hiring an additional Paraplanner to join their growing team.

The role is a true Paraplanner position and will see you interpret Adviser client files post meeting which will set out the clients requirements. From there you will use various research tools to create a comprehensive suitability report. Salary to £45k, negotiable with some great benefits.

You will liaise with the Technical Team Leader in the first instance to ensure that they are kept up-to-date as to the nature of advice being passed through paraplanning and liaise with the Compliance Team in regards to work that requires pre sale authorisation.

To be suitable for this role you will have experience in creating suitability reports and researching investments and dealing with a number of product providers. Also you will have the ability to give and receive constructive feedback and confident in deliver details and facts. You will also be working towards or have an willingness to obtain Chartered status.