A market leading large scale Wealth Management firm are recruiting for a Senior Technical Paraplanner.
We are looking to speak to candiates who are looking for something new for 2020 in respect of a new career.
My client is an outstanding award winning respected Financial planners who are growing and are recruiting the correct support staff to support the advisors.
The brief details are below and they are looking to receive candidate cvs asap.
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
Co operate 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 guidelines relating to financial services clients.
As a minimum we need to see career paraplanners who have worked in this indsutry for a 2 - 4 years minimum, and you must have the diploma level 4.
Please enquire about this role via the Dynamite recruitment website and apply direct.
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.