Financial Services Specialist

2 days ago


Broad Street, United Kingdom TC Personnel Ltd Full time
Paraplanner Job Description

We are seeking an experienced Paraplanner to join our team at TC Personnel Ltd, providing technical research services to our team and ensuring the preparation of client advice is of the highest quality and delivered efficiently.

Key Responsibilities:
  • Prepare Suitability Reports: Accurately prepare suitability reports and letters to meet target deadlines, ensuring all client work is compliant and supported with relevant paperwork.
  • Conduct Comparative Research: Undertake comparative research in preparation of client recommendations, understanding clients' overall financial position from IFA fact finds.
  • Technical Research: Complete technical research as part of the existing arrangement review process, discussing client objectives with the team member and identifying necessary client information to prepare suitability checks.
  • Client Queries: Ensure all client queries are appropriately investigated and accurate responses given, conducting annual reviews in line with SLA's.
Requirements:
  • Strong Understanding: Strong understanding of financial products and services, with the ability to assess suitability in line with client goals.
  • Analytical Skills: Strong analytical skills, specifically analysing financial records and providing detailed technical commentary.
  • Organisation Skills: Strong organisation skills with the ability to manage multiple caseloads at any one time.
Working Arrangements:

This is a permanent, full-time position with some flexibility on start and finish times, based at our London office with occasional travel to client sites. Overtime may be required during busy periods, with Fridays designated as work-from-home or training days.

The salary for this position is up to £28,000 per annum, depending on experience.



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