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Paraplanner

Posted by Real_recruitment_solutions-cv_library on 20/03/2019
Postcode
Company name Real Recruitment Solutions
Category Accounting
Contract Permanent
Full/Part time Full time
Salary £ 35000/annum
Description
PERMANENT POSITION - 1479/2 - Paraplanner, Poole Salary circa £35K Are you an experienced Paraplanner looking for the next step and can commute to the Poole area? Or you may be working towards your Level 4 Diploma and have experience in working in the Financial Services. Do you see yourself working in a friendly and supportive team environment? Here at Real Recruitment Solutions we have an opportunity to join a forward thinking Financial Services business as a Paraplanner in Poole. About the Role - * Role: Paraplanner, in Poole * Hours: 37.5 per week either 8.30am-5pm or 9.00am-5.30pm * Salary: circa 35k per annum * The Company will pay for exam book and exam entry * 20 days holiday, plus standard bank holidays (for every year complete you will be given an extra day’s annual leave up to an extra 5 days for 5 years’ service) * Opportunity for career progression * Free parking * Discretionary Bonus once a year Main Duties & Responsibilities - * Assess client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests. * Discuss cases with adviser and pro-actively update the adviser throughout. * Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers. * Prepare all relevant paperwork for client meetings. * Prepare and compile financial analysis. * Ensure that all regulatory and compliance standards are met and report any breach to the Compliance Manager. * Cooperate fully with the Complaints Manager with any complaints from clients. * Liaise with product providers and other relevant third parties. * Ensure that all client requirements are followed through to the appropriate conclusion. * Keep up to date with legislation. * Participate in online provider webinars for continued technical knowledge and ongoing CPD. * Ensure thorough knowledge of product research and analytical tools. * An understanding of FCA regulations and

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