Financial Services Consultant

4 hours ago


Northampton, Northamptonshire, United Kingdom CV-Library Full time

Adecco are currently supporting our client in recruiting for a Paraplanner for a well-established Financial services company based in Kettering.

Job Description:

To provide a professional level of support as a Paraplanner to the MD and a team of Advisers in servicing the demands of all aspects of client work.

  1. Respond to all communications in a timely fashion
  2. Produce discussion documents and suitability reports
  3. Using relevant tools research product suitability and services ensuring that our clients have the best whole of market advice made available to them when they need it
  4. Input into and follow the Company Central Investment Proposition
  5. Prepare and save, as per company guidelines, relevant technical paperwork in order that the administrators can prepare for adviser client meetings, ensuring that all deadlines are met
  6. Ensure that all relevant paperwork is prepared and ready for presentation to the client by the adviser
  7. Follow up and discuss with the provider, adviser, client or administrator as necessary ensuring a regular communication flow in order that business is concluded
  8. Ensure registers and logs are kept up to date and reviewed on a regular basis
  9. Take responsibility for dealing with client issues in order to lead to a satisfactory conclusion
  10. Keep up to date with legislative changes, attending seminars, briefings and meeting with broker consultants relevant to the Paraplanning role
  11. Regularly communicate on compliance matters as they arise with colleagues
  12. Ensure that all compliance procedures relevant to your area of expertise are in place and adhered to by colleagues ensuring the Compliance Officer is aware of any important issues
  13. Make sure that colleagues are aware of any changes to key technical material in a timely and professional manner
  14. Pass details relating to producing invoices for clients to the Office Manager
  15. Work as part of a team with the other paraplanners ensuring Company guidelines are adhered to
  16. Ensure the Company database is kept up to date
  17. Carry out ad hoc project and administration work as requested by the Management Team
  18. Take an appropriate role in seminars and events

Salary: £40,000 per annum

Location: Kettering

Job Type: Permanent

Company Benefits:

  1. 25 days plus bank holidays
  2. Free car parking
  3. Auto enrolment pension scheme (employee 5% employer 3% contributions)
  4. 3 x salary death in service scheme after probation period 6 months
  5. Company sick pay scheme after probationary period


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