vacancy

Paraplanner (518)

Ref: 518
Sorry, this advert is now closed. Click here to view our live vacancies.

Ref: 8221

 

                                                                                               ● Remote Working     ● Competitive Salary     ● Development Opportunities

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 be working on a fully remote basis.

What will you be doing?

  • 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:

  • 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.

 

Rewards/Benefits:

This role offers a competitive salary and a generous benefits package. The firm recognises is open to training and developing its employees, so there is potential to move towards a Financial Planning role intime. If you possess a Diploma in Regulated Financial Planning and you have excellent communication skills, this role could be the perfect opportunity for you. Please get in touch with Joanne Howell TODAY!

 

Recruitment Consultant: Joanne Howell.

 

Closing Date: All suitable candidates will be submitted as soon as received; our client reserves the right to appoint before the closing date.  Please note that due to the volume of applications, if you haven’t received a response within 5 days of applying, then unfortunately on this occasion you won’t have been successful. 

Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we will hold your details on our database and may be contacted for other suitable vacancies. If you do not want us to do this, please let Cathedral Appointments know.