Great opportunity for a Paraplanner with a Independant IFA firm which invests in their people. They actively support professional qualifications, encourage continuous development and offer genuine long-term career progression within a collaborative and technically focused environment. Whether you're looking to continue developing as a Paraplanner or progress towards becoming a Financial Adviser, this is a business that genuinely invests in its people.
Duties include:
* 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 suitability reports, client specific illustrations 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.
* Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
* Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.
Salary/Benefits:
* Competitive salary, based on experience and qualifications.
* 25 days holiday
* 4 x Death in Service Benefit
* Employer Pension Contributions
* Flexible working
* Free Parking
By proceeding with this application, you are consenting to Thrive by Chorni Limited’s collection of your personal information and handling of that information. Thrive by Chorni will not share your personal data with any third party without your prior consent. If at any time you want your personal information to be deleted, you simply need to notify us
Thrive by Chorni Limited acts as a recruitment agency
Salary description
£35000.00 - £50000.00 per year