Paraplanner part time

Undisclosed Company
Surrey, Egham
£28000 - £33000 per annum + pro rata
12 Mar 2019
26 Mar 2019
Manpower UK
Job Type

Paraplanner/Administrator circa £33 000 - pro rata, part - time position

Flexibility in the hours, possibility for 10am to 3.30pm or 3 to 4 days a week.

Great opportunity for an experienced Paraplanner to join an established Chartered Financial Planning company. Become a part of a motivated IFA team that proud themselves on providing an outstanding service to their clients!

About the role

You would provide the research and writing reports on a range of financial planning services. You understand the advice process which would reflect on preparation of suitability letters, ensuring they are compliant and technically accurate.

About you

You come from a Paraplanning background and you have a great knowledge of investments, pensions and protection. You are Diploma qualified, or you are close to achieving one. You enjoy working on your own initiative as well as being a part of a team!

Are you self - motivated, driven to succeed and deliver fist class service to clients? Do you have a CAN DO attitude? You are IT literate and have been exposed to use of fund analysis tools?

Main responsibilities

  • Supporting Financial Planner and work alongside them on advice strategies
  • Conducting research on products and investment strategies
  • Producing supporting documentation and suitability reports for meetings
  • Preparing clients reviews
  • Being able to handle client correspondence of behalf of advisers when needed

You will be welcomed in a friendly team and be joining a company passionate about learning and development, where your aspirations for personal growth and a career progression will be fully supported.

Interested?? Don't miss out! Apply now!

For any further information please call Aleksandra : 01189597252

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