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Financial Services Paraplanner & FS Admin Trainee Paraplanner Liverpool/ Cheshire in Lancaster

4 - 40 hours per week

Job description

Juliette Lister and Lisa Tremlett are currently assisting an IFA who are presently recruiting for Paraplanners and Trainee Paraplanners to work in their Liverpool and Flintshire offices.You can get further details about the nature of this opening, and what is expected from applicants, by reading the below. Our client can look at Paraplanners part qualified right up to chartered status. Paraplanner The technical aspects of preparing for client meetings, including: o Preparing and compiling financial analysis data o Analysing client data and preparing cash flow analyses o Researching products to support recommendations o Compiling financial planning recommendations and suitability reports o Ensuring that all regulatory and compliance standards are met o Liaising with product providers and other relevant third parties o Ensuring that all client requirements are followed through to the appropriate conclusion o Managing, recording and monitoring client reviews on behalf of the Adviser(s) o Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets o Act as main point of contact and deal effectively with queries from clients through effective communication o Establish and build strong relationships with clients and attend client meetings with adviser if required Trainee Paraplanner o Preparing and compiling financial analysis data o Analysing client data and preparing cash flow analyses o Researching products to support recommendations o Assist the Client Manager in compiling financial planning recommendations and suitability reports o Ensuring that all regulatory and compliance standards are met o Liaising with product providers and other relevant third parties o Ensuring that all client requirements are followed through to the appropriate conclusion o Managing, recording and monitoring client reviews on behalf of the Adviser and Paraplanner o Assist the Client Manager to deal effectively with queries from clients through effective communication o Organise future planning meetings with client when required o Identify improvements to systems and work processes in the business o Providing support to the Client Manager allowing them to focus on compiling the suitability report o Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo This is a Profile Search and Selection vacancy who are operating as an Employment Agency.In order to apply for this position candidates MUST have FINANCIAL SERVICES PARAPLANNING OR SENIOR LEVEL IFA ADMINISTRATION EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. This role would be suited to any of the following •Financial Services Paraplanner •Financial Services IFA •Independent Financial Adviser Trainee Paraplanner If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search. Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies

Extra information

Status
Closed
Education Level
Other
Location
Lancaster
Working hours per week
4 - 40
Type of Contract
Casual / Part Time Jobs
Profession type
Accountancy
Full UK/EU driving license preferred
No
Car Preferred
No
Must be eligible to work in the EU
No
Cover Letter Required
No
Languages
English

Lancaster | Accountancy jobs | Casual / Part Time Jobs | Other