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Technical Paraplanner

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Job ID:

815030

Location:

Wiltshire, United Kingdom 

Category:

Banking, Finance

Salary:

per year
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Job Views:

3811

Employment Type:

Full time

Posted:

12.13.2016


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Job Description:

The successful candidate will work within our Paraplanning department coordinated by our Client Experience Manager, the head of Paraplanning. We are a small company of 13 employees with big ambitions, so the team are encouraged to develop ongoing 'value adding' projects along side their everyday responsibilities. These projects intend to continually improve the way we do business. This adds a real element of diversity to the average day and also helps the team feel a sense of ownership within the company. Day-to-day The successful candidate will be working with an exceptional team of high achievers where they will be supporting the consultants ahead of their client meetings. Key Paraplanner duties include: Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the clientManage client annual reviewsCarry out technical research and analyse data collected on behalf of clientsAccurately invest client money as per consultants recommendations post client meetingsLiaise with clients post meetings answering technical queriesProactive in identifying investments/tax saving opportunities for clientsManage and prioritise your consultants workEvaluate investment portfolios with your consultant Skills & Qualifications Required A minimum of the Diploma in Regulated Financial Planning (Dip PFS)Advanced Pension exam AF30 or G60 or demonstrate a high level of advanced pension knowledgeWorked in a similar role for at least 3 yearsDefined benefit pensions knowledge preferableAchieved or aspires to Chartered statusBack office system experience (We use Prestwood Professional) Candidates must have excellent IT skills in MS Word & Excel and the ability to work under pressure to deadlines. We pride ourselves on using high calibre back office systems and procedures that continue to evolve and improve our clients' experience. It is imperative that the candidate has an excellent telephone manner and superb customer service skills. The successful candidate will demonstrate high inter-personnel and organisational attributes and be ready to support the rapid growth of this dynamic financial planning practice. This is an exceptional opportunity for the right personality eager to continue to develop their career within an exciting and expanding business.



Company Info
Partners Employment European Recruitment Limited



Phone:
Web Site:

Company Profile

Company Info

Partners Employment European Recruitment Limited

Phone:
Web Site:

Technical Paraplanner

col-narrow-left   

Job ID:

815030

Location:

Wiltshire, United Kingdom 

Category:

Banking, Finance

Salary:

per year
col-narrow-right   

Job Views:

3811

Employment Type:

Full time

Posted:

12.13.2016


col-wide   

Job Description:

The successful candidate will work within our Paraplanning department coordinated by our Client Experience Manager, the head of Paraplanning. We are a small company of 13 employees with big ambitions, so the team are encouraged to develop ongoing 'value adding' projects along side their everyday responsibilities. These projects intend to continually improve the way we do business. This adds a real element of diversity to the average day and also helps the team feel a sense of ownership within the company. Day-to-day The successful candidate will be working with an exceptional team of high achievers where they will be supporting the consultants ahead of their client meetings. Key Paraplanner duties include: Preparing compliant, technical suitability reports and 'Financial Life Plan' reports detailing the consultant's recommendations for the clientManage client annual reviewsCarry out technical research and analyse data collected on behalf of clientsAccurately invest client money as per consultants recommendations post client meetingsLiaise with clients post meetings answering technical queriesProactive in identifying investments/tax saving opportunities for clientsManage and prioritise your consultants workEvaluate investment portfolios with your consultant Skills & Qualifications Required A minimum of the Diploma in Regulated Financial Planning (Dip PFS)Advanced Pension exam AF30 or G60 or demonstrate a high level of advanced pension knowledgeWorked in a similar role for at least 3 yearsDefined benefit pensions knowledge preferableAchieved or aspires to Chartered statusBack office system experience (We use Prestwood Professional) Candidates must have excellent IT skills in MS Word & Excel and the ability to work under pressure to deadlines. We pride ourselves on using high calibre back office systems and procedures that continue to evolve and improve our clients' experience. It is imperative that the candidate has an excellent telephone manner and superb customer service skills. The successful candidate will demonstrate high inter-personnel and organisational attributes and be ready to support the rapid growth of this dynamic financial planning practice. This is an exceptional opportunity for the right personality eager to continue to develop their career within an exciting and expanding business.