Paraplanner Job in Knowle

Paraplanner Job in Knowle. Apply for the latest Knowle jobs in Accounting/Financial/Insurance.

Paraplanner Job in Knowle

Job Description
Are you an experienced Paraplanner looking for your next career move or a Trainee Planner wanting to take your next step forward?

My client are a bespoke financial services consultancy recruiting for a Paraplanner to join their rapidly growing friendly team.

Duties required within this role:

Gathering information – liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances and pension scheme membership. 
Research – carrying out in depth analysis of many different types of financial contracts.  Using FE Analytics, Assureweb, Defaqto and any other research tool. 
Understanding client aims and objectives, tax position, attitude to risk etc to ensure recommendations are suitable for the individual. 
Updating back office systems. 
Writing the Suitability letter and other reports using Three Sixty templates and fact sheets as well as office standard reports. 
Research and report writing. 
Client servicing – responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances. 
Preparing packs for meetings – completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements.
Option to work from home once all relevant training and settling in period has been completed.  Initially you will be required to work 1 day from home and 4 in the office.

If you have the relevant experience required and would like to discuss this opportunity please email your CV to (url removed)

Job Type: Permanent, Full Time
Location: Knowle
Category: Accounting/Financial/Insurance
City: Knowle
County: West Midlands (County)
Country: United Kingdom
Salary: £35000 – £45000/annum
Benefits: