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Submit CV
£25000 - £30000 per annum
BBBH4259-JM_1558022141
Permanent
Apply Now

Are you looking to join a highly successful team of Chartered Wealth Planners? If so, J2 are delighted to be representing a IFA practice based in the Burnley area who are keen to bring on board a Self Employed Paraplanner to their existing team.

Working as part of a face paced, busy and very friendly team you will be supporting three Advisers with the assistance of administration team. The successful candidate will be responsible for;

  • 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.

This role will be home based, and 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