Paraplanner

Asset Recruit; St Helens; On-site; GBP 30,000 - 40,000; Full time

Job summary

A local financial advisory firm in St Helens, England is seeking an experienced Paraplanner. This role involves providing paraplanning support while delivering high standards of client service. Candidates should hold a Level 4 Diploma in Financial Planning or be progressing towards it, alongside at least 2 years in a paraplanning position. Responsibilities include reviewing client documents and performing thorough research and analysis to support financial advisers.

Qualifications

• Minimum 2 years of experience in a Paraplanning role.
• Experience in reviewing client documentation and undertaking quotes.
• Strong analytical skills for fund and product analysis.

Responsibilities

• Review fact finds, file notes, client risk profiles.
• Undertake quotes using in-house platforms or external providers.
• Conduct necessary research and analysis.

Skills

Client service delivery

Research and analysis

Fund analysis

Product comparison

Education

Level 4 Diploma in Financial Planning

Job description

Overview

Our client is a well-established local firm of Independent Financial Advisers based in St Helens, Merseyside serving personal clients throughout the North West, they are currently recruiting for a Paraplanner to join their team. You will currently hold the Level 4 Diploma in Financial Planning, or will have made significant progress toward achieving it and have at least 2 years in a Paraplanning role.

As Paraplanner you will provide paraplanning support ensuring the highest possible standard of client service delivery that is consistent, compliant and provided proactively, in line with company values, as well as mindful of Treating Customers Fairly (TCF) at all times.

Responsibilities

Primary responsibilities include:

• Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed
• Undertake quotes using relevant in-house platforms or request quotes from external providers
• Undertake the necessary research and analysis, including: Fund analysis, product comparison, product analysis

How to apply

If you have the required experience and are interested in the above role please apply today and one of our consultants will be in touch to discuss in more detail.

Please go to the Asset Recruit website to view all our current job opportunities. Should your application be successful we will contact you to discuss the role in more detail within 2 working days of receiving your application. In the event your application is unsuccessful, the information supplied may still be used in connection with future job opportunities. Due to the large number of applications we receive, should you not hear from us within one week then please assume your application has been unsuccessful however we may contact you regarding other roles in the future