Paraplanner Required - Birmingham

Recruiter
Clark James
Location
Birmingham
Salary
£35,000 per annum
Posted
04 Sep 2017
Closes
21 Oct 2017
Contract Type
Full Time

An award winning, established and reputable National Independent Financial Practice requires an experienced Paraplanner to join the team in Birmingham

You will have a direct client contact experience as the role will entail a high level of client/advisor interaction and you must be able to work autonomously within a driven and fast paced environment. A comprehensive understanding of the financial services industry and its products is essential.

Essential

  • Qualified to Diploma Level or near Diploma Qualified
  • The ability to work with advisers to extract the information required to prepare financial plans and recommendations
  • General knowledge of the products available in the wider market and how to assess the suitability of these products
  • The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
  • The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required
  • An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.
  • Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients
  • The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client’s circumstances
  • A good understanding of compliance issues and how these affect the advice and suitability process.
  • Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
  • Ability to work as part of a team as well as on your own initiative
  • Ability to critically evaluate information, probe and challenge the facts
  • A flexible and adaptable attitude towards work
  • Ability to work accurately and in accordance with procedures
  • Excellent time management, ability to meet deadlines
  • Experience of Microsoft Word, Excel, Outlook and provider platforms

An extremely competitive overall package is on offer.