Paraplanner Job in St Ives, Cambridgeshire

Paraplanner Job in St Ives, Cambridgeshire. Apply for the latest St Ives, Cambridgeshire jobs in Accounting/Financial/Insurance.

Paraplanner Job in St Ives, Cambridgeshire

Job Description
Meyer Scott Ref: VR/08582

Location: St Ives

Salary: £33,000 – £38,000 p.a.

Our client is a long-established finance services business based in the Town Centre of St Ives who are looking for some assistance.

The role of the Paraplanner is to support the Financial Advisers when advising clients on financial strategies, plans and products, producing Suitability Reports for presentation and ensuring that the business is compliant with FCA and MiFID II regulations.

Responsibilities & Duties:

Supporting the Financial Advisers in research and analysis to meet Client needs and objectives
Developing and maintaining internal relationships to help maintain business flow
Updating the Financial Advisers and other staff with technical Information
Preparation of Client Financial Plans and Suitability Reports
Maintaining awareness of and compliance with FCA and other regulations
Continuous professional development to meet regulatory requirements and personal development needs
Analysing Client data and preparing cash flow analyses using Voyant where appropriate
Thorough checking and submission of business to the appropriate provider/system
Ensuring all regulatory and compliance standards are met consistently
Liaising with product providers and other relevant third parties as required
Participation in client meetings with the Financial Advisers when required
Providing support for the Financial Advisers allowing them to focus on Client relationships and meeting business targets
The role holder will keep up to date with legislative and industry changes which affect the business and its clients.

Skills & abilities:

Strong verbal and written communication
IT literate, especially in MS Office
Knowledge of Voyant an advantage
A pleasant and confident telephone manner
A positive attitude
A team player
A strong eye for detail
Excellent organisational skills

Qualifications & experience:

The jobholder will be expected to have attained or be part-way through a Level 4 Diploma in Financial Planning and have a minimum of 12 months experience in a paraplanning role.

Package:

Annual bonus available to be discussed at Interview

Pension 5% employer contribution.

Holidays 23 + bank holidays

Free Car parking

Hours: 9am – 5pm Monday to Thursday, finishing 4pm on a Friday

Job Type: Permanent, Full Time
Location: St Ives, Cambridgeshire
Category: Accounting/Financial/Insurance
City: Saint Ives
County: Cambridgeshire
Country: United Kingdom
Salary: £33000 – £38000/annum
Benefits: