Paraplanner

/Paraplanner
Published: February 8, 2019
Location
Wakefield
Job Type
Specialism
Salary
£25,000 - £30,000
LWR Reference
920247

Description

Our client are a forward thinking business who are seeking are looking for a Qualified Paraplanner to join the Wakefield branch, to support the Financial Advisers and Senior Paraplanners, in order to help the business to achieve continuous success. The successful candidate will have previous experience of working as a Paraplanner in a client facing role.

This is an excellent opportunity to work as a Paraplanner for a highly reputable and growing Wealth Management and Financial Planning Firm.

Responsibilties will include;

  • Preparing and maintaining the client file
  • Analysing data and using research tools to provide solutions to meet clients needs
  • Gather and chase information from providers
  • Managing client relations for financial advisors
  • Making recommendations for clients
  • Pulling together reports and gathering specialist data
  • Keep up to date with relevant industry changes and news to be credible within your role

Qualification requirements;

  • CSI Level 4 certificate of Paraplanning OR
  • Diploma in Regulated Financial Planning OR
  • Certificate in Paraplanning & Financial Administration (certPFA)
  • Be prepared to complete the company paraplanning accreditation program

Experience and Attributes Required;

  • Previous experience working as a Paraplanner
  • A good deal of common sense, etiquette and ability to think on your feet
  • Excellent typing skills
  • Excellent verbal and written communication skills
  • Professional telephone manner
  • Ability to work under pressure and to tight deadlines
  • Bright, confident personality
  • Professionally presented
  • Highly personable
  • Flexible and mature approach
  • Willing to travel occasionally
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