Summary:
Cathedral Appointments is looking to recruit a Paraplanner to join a renowned, forward-thinking Financial Services firm on a full-time, permanent basis. You will be ensuring that client files are kept up to date and compliant, as well as producing Financial Planning Reports. You should ideally have a Diploma in Regulated Financial Planning and have previous experience of working in a Paraplanning based role.
You will have the option of working either solely from the Office in Truro, or on a hybrid basis.
What will you be doing as a Paraplanner?
- Producing a range of Financial Planning Reports/Letters and demonstrating clear reasoning for the recommendations suggested.
- Providing support to the company’s Investment Committee through investment performance data handling and commentary.
- Reviewing client files so as to maximise potential for approval from third party file checkers.
- Communicating with the firm’s external compliance company.
- Organising and overseeing post-sale file checks and remedial action.
- Involving yourself in technical discussions and providing technical support to advisers, paraplanners and administrators.
- Engagement within company training and maintenance of templates as well as a number of additional responsibilities.
Skills/Qualifications of a Paraplanner:
- You should ideally have a Diploma in Regulated Financial Planning however the firm are open to candidates with Paraplanning experience without said qualification.
- Chartered Insurance Institute (CII) qualifications are encouraged with a view to obtaining the Advanced Diploma qualification in Financial Planning.
- Impeccable communication skills, both written and verbal.
- Excellent organisational skills with the ability to prioritise your own workload.
- A development mindset and an eagerness to enhance your own expertise and knowledge.
The Benefits:
- Flexible working
- Opportunities for training and development
Ref: 8221
Recruitment Consultant: Joanne Howell.