Paraplanner

2 weeks ago

Nottingham, United Kingdom Chase & Holland Full time

Paraplanner – Nationwide Offices – £30,000 - £38,000 Chase & Holland are thrilled to be recruiting for a fantastic UK-wide organisation who are looking to recruit a Paraplanner. This is an organisation that is proud to deliver financial services to customers. We’re looking for an Paraplanner to join on a full-time permanent basis. You will primarily be responsible for supporting the organisation to ensure an efficient service to all customers. In Return You’ll ReceiveFlexible benefits to suit your lifestyle including buy and sell holidaysHybridPensionIncome protectionLife insurance Paraplanner Responsibilities: Providing research, analysis & technical supportPreparing recommendation reports and maintaining client recordsAnalysing clients’ circumstances, objectives & risk profileIdentifying missing client information pertinent to formulating recommendationsLiaising with financial advisers to query/challenge proposed recommendations where necessaryPrepare information / comparisons, ready for analysis by the adviserCashflow modelling analysisMaintaining accurate and up-to-date client and plan records on back-office systemEnsuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company proceduresHandling of other reasonable duties, as defined by the Senior Management Team Required Skills & Experience:Experience in an IFA/Wealth Management environmentMust hold or be working toward a Diploma in Financial PlanningProven experience in a similar roleTeam playerOrganisational skillsExcellent customer service skillsExcellent problem-solving skills If you are interested in finding out about this exciting Paraplanner opportunity, please click ‘apply now’. Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in finance, supply chain, HR, IT and office support recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire.

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