Paraplanner

2 weeks ago

Coventry, United Kingdom Clever-HR Full time

An exciting opportunity for a Paraplanner to join a successful and growing Chartered wealth management firm

Clever-HR has partnered with a Chartered wealth management that offers deliverance of first-class advice across all aspects of Financial Planning. This includes investments, pension planning and IHT planning.

Established for nearly 20 years, the company is now looking for a Paraplanner to join the team, to continue developing on their solid foundations and excellent reputation. Offices are located to the South East of Birmingham/ West of Coventry.

Key duties:

  • Administration of both new and existing business, ensuring compliance and process procedures are followed
  • Experience writing suitability reports on a variety of case types
  • Maintaining accuracy of client information and assisting with the on-going management of the client
  • Interacting with clients in an efficient and professional manner
  • Research and analysis Potential opportunity for involvement with investment analysis
  • Ability to work collaboratively as part of a team but also manage own workloads

Requirements:

  • Previous experience as an IFA paraplanner or administrator
  • Knowledge of FCA rules relating to the financial advice process.
  • An interest in financial services particularly pensions and investments
  • Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline
  • Ideally level 4 qualified or working towards CII qualifications or educated to a minimum of A Level standard/past financial services experience with a commitment to work towards CII qualifications
  • Knowledge of Intelligent Office is advantageous

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