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Submit CV
£25000 - £30000.00 per annum
BBBH4265-JM_1558022891
Permanent
Apply Now


A highly respected firm of Wealth Planners who provide whole of the market financial solutions are now delighted to be able to add to their team with the addition of a Paraplanner to their office in the Warrington area.

Working as part of a face paced, busy and very friendly team you will prepare written advice and provide technical research services to a team of Financial Planners. Ensure that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.

  • Process and deliver suitability reports to the highest quality
  • Carry out technical research as part of the existing arrangement review process.
  • Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures.
  • Maintain awareness of, and act in accordance with, all Compliance and legislative obligations.
  • Obtain data on in-house and third party products in order to provide technical valuations as required.
  • Discuss client objectives with the relevant Financial Planner, identifying and obtaining necessary client information in order to prepare the necessary suitability check.
  • Deal with client and insurer queries to completion as appropriate.
  • Ensure that client queries are appropriately investigated and accurate responses given.
  • Accurately and efficiently support the Private Client/Financial Planning team to enable the achievement of targets and meet client expectations.


The ideal candidate needs to be computer literate with the ability to use all standard Microsoft products Word, Excel, Powerpoint and Outlook to a good standard. You should be highly organised, able to work on your own initiative as well as follow instructions.

For further information, please don't hesitate in contacting one our specialist consultants on 0161 416 6943

 

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Whether a client or candidate, we are keen to hear from you. Please feel free to contact us on the
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J2 Recruitment · Unit 2.2 Waulk Mill · 51 Bengal Street · Manchester · M4 6LN · 0161 713 4124 / 4127 · info@j2recruitment.co.uk
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