Paraplanner

Job Description:

Paraplanner – Nationwide Offices – £30,000 - £38,000

Chase & Holland are thrilled to be recruiting for a fantastic UK-wide organisation who are looking to recruit a Paraplanner. This is an organisation that is proud to deliver financial services to customers. We’re looking for an Paraplanner to join on a full-time permanent basis. You will primarily be responsible for supporting the organisation to ensure an efficient service to all customers.

In Return You’ll Receive

• Flexible benefits to suit your lifestyle including buy and sell holidays
• Hybrid
• Pension
• Income protection
• Life insurance

Paraplanner Responsibilities:
 

• Providing research, analysis & technical support
• Preparing recommendation reports and maintaining client records
• Analysing clients’ circumstances, objectives & risk profile
• Identifying missing client information pertinent to formulating recommendations
• Liaising with financial advisers to query/challenge proposed recommendations where necessary
• Prepare information / comparisons, ready for analysis by the adviser
• Cashflow modelling analysis
• Maintaining accurate and up-to-date client and plan records on back-office system
• Ensuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures
• Handling of other reasonable duties, as defined by the Senior Management Team

 
Required Skills & Experience:

• Experience in an IFA/Wealth Management environment
• Must hold or be working toward a Diploma in Financial Planning
• Proven experience in a similar role
• Team player
• Organisational skills
• Excellent customer service skills
• Excellent problem-solving skills

If you are interested in finding out about this exciting Paraplanner opportunity, please click ‘apply now’.

Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in finance, supply chain, HR, IT and office support recruitment and comfortably service Yorkshire, Derbyshire, Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire.