Junior Paraplanner

  • By Heavens Recruitment Ltd
  • 25000 PA - 30000 PA
  • Wythenshawe
  • Permanent

The Role. The role of the full time Paraplanner is to provide technical support to the authorised Directors in delivering our agreed services to our Corporate and Private Clients. A main proportion of the role will be reviewing investment portfolios for our Advisory Portfolio Service clients. The. successful candidate will have experience of investments, and be comfortable working with investment software, such as Financial Express. Key Skills. Excellent report writing skills. Ability to analyse statistics. Ability to conduct research for appropriate providers and investments. Detailed working knowledge of platforms (Standard Life & AEGON ARC an advantage. Good understanding of compliance issues. Good time management skills. Excellent interpersonal and IT skills (knowledge of Intelligent Office, FE Analytics, O&M. Profiler would be a significant advantage. Ideally the successful candidate will be Level 4 qualified, or very near completion of their. Diploma. Key Responsibilities and Outputs. Receiving instructions during debriefings from advisers following client meetings. Interpreting data obtained by advisers during client meetings. Analysing data and using research tools to provide solutions to meet client needs and. objectives. Providing records to support research undertaken. Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document. Carrying out all tasks in a manner consistent with compliance procedures. Preparation of existing client files ready for reviews. Ensuring all client files are compliant on an ongoing basis. All business related administrative duties. Benefits. Contributory Pension Scheme (with Salary Exchange. Non contributory Death in Service Scheme. Non contributory Income Protection Scheme. 33 Days Holiday (inc. Bank Holidays. Office …

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