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Clark James recruitment
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Guildford, Surrey
Paraplanner
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Job Type: Full-time |
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Salary: £40,000 per annum |
Overview
Paraplanner Working for this Prestigious National IFA we are looking t o recruit a highly experienced paraplanner to help drive this dynamic and professional business forward. Applicants will have a wealth of proven Paraplanning experience to offer and be able to hit the ground running . Although applicants with Diploma level 4 would be preferred this is not essential if individuals are able to demonstrate a wealth of IFA technical experience. Responsibites will include: Prepare written advice and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Key Responsibilities: Develop and maintain effective relationships with clients and colleagues. Prepare suitability reports across a wide range of financial products. Ensure all relevant compliance paperwork has been carried out. Carry out technical research as part of the existing arrangement review process. Maintain core systems ensuring that all tasks are carried out and completed in line with the company policy and procedures. Maintain awareness of, and act in accordance with, all Compliance and legislative obligations. Obtain data on in-house and third party products in order to provide technical valuations as required. This is a highly lucrative role within a client who is able to offer fantastic long term career progression. Please contact Deborah Hulance - Director who has over 15 years Financial Services Recruitment experience for further information regarding this role and similar vacancies in strictest confidence. Liability and Disclaimer The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert. Please Note All applications received will be dealt with in the strictest confidence. Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.