Senior Paraplanner

Posted: 09/11/18
Recruiter:Insurance Recruitment Services
Location:Crewe, Cheshire

Our client in seeking a Senior Paraplanner to join their team in Crewe

As a Senior Paraplanner you will be responsible for providing support to the Financial Planning Managers, process new and existing business, produce suitability reports and reviews, and prepare client reviews and client meetings whilst providing guidance to junior members of the team.

Jobs & Duties:

  • Analysing client's circumstances, portfolios and objectives and preparing appropriate recommendation reports for the Advisers

  • Building the client's Cashflow model from scratch in advance of their review meeting with their planner.

  • Creating a "meeting pack" for the planner to take to the meeting that included all the information they would need and any paperwork to be signed by the client at the meeting

  • Updating the Cashflow model post meeting and writing a full financial planning report for the client setting out the recommendations that I had agreed with the planner

  • Assisting the Client Relation Management (CRM) team with implementing these recommendations

  • Create Suitability or Reason Why Letters for any transactional business

  • Being a technical resource and POC for the whole company

The Person

Candidates will possess strong numeracy abilities, as well as excellent organisation and solid time management skills whilst having the ability to work independently under pressure. This role will suit a motivated, diligent and proactive team player with excellent interpersonal skills. You will also have attained CII Level 4 Level 4 Diploma in Regulated Financial Planning or equivalent.

How to apply:

To apply for this role, please forward your CV in confidence quoting reference 1809-38OB.

Due to the high volume of applications that we receive, if you do not hear from us within 7days unfortunately your application has been unsuccessful.

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