• Job Reference: 25184831-2
  • Date Posted: 11 January 2017
  • Recruiter: Heat Recruitment
  • Location: Whitchurch, Shropshire
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Start Date: Tue, 20 Dec 2016 00:00:00 EST

Job Description

Are you looking to work within a progressive firm that provides support? An exciting opportunity for a Paraplanner has opened at a well established financial planning firm in Cardiff. My client specialises in all aspects of savings, investments and retirement planning. As a Paraplanner, your role will be to implement processes to ensure the smooth running of the business, completing suitability reports, conducting technical research and analysis, reviewing client files upon completion of business and providing relevant documentation ahead of client meetings This is a fantastic opportunity for a Paraplanner to join a growing firm, and assist them in their vision to continue to expand and provide a 'first class' service to their clients. Duties and Responsibilities: Duties will include writing suitability reports and financial plans, utilising a wide range of investment solutions and product types.Conducting technical research and analysis as well as summarising recommendation options for the IFA.Preparing documents for annual investment reviewsThe company offers employees the opportunity to develop their business skills by supporting them with industry exams. Skills: Level 4 Diploma qualified (or working towards this)Previous experience within an IFA practice and Paraplanning is essentialKnowledge of using Synaptics, Exchange, Selecta Pension and Analytics would be advantageous.Understanding of regulations and products, and their practical application If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner