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Ellis Bates Group
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Newcastle upon Tyne, Tyne and Wear
Paraplanner
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Job Type: Full-time |
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Overview
Due to our continued growth we have an exciting opportunity within our paraplanning team. Working in collaboration with all departments but in particular, supporting the financial planners in meeting the highest standards of advice and providing a life enhancing service to our clients. This role will primarily involve carrying out research and producing suitability reports in line with company policy. Duties To compile suitability reports, working closely with financial planners to identify solutions suitable to meet the clients needs and objectives; ensuring reports provide an appropriate level of information to enable the client to make an informed decision; To analyse the clients existing arrangements to determine ongoing suitability; liaising with product providers and undertaking calculations and cash flow forecasting where necessary; To manage own workload effectively to meet productivity KPI’s whilst maintaining quality To continually develop product and technical knowledge across all areas; keeping up to date with any changes which may affect the advisory market To assist the Client Research Team Leader in providing support and training to trainee paraplanners to enable them to develop their knowledge and skills. Qualification To hold or be working towards the CII Level 4 Diploma. Knowledge and Experience Proven experience within a paraplanning role with strong technical knowledge across investments, pensions, tax, protection and mortgages; Ability to communicate clearly, both verbally and in writing. If you like the sound of our opportunity, and think you may want to be part of our team and learn more about this role, please send your CV to Jo Nickell-Lean, HR Manager at Ellis Bates Group, Adam House, Ripon Way, Harrogate, HG1 2AU. Further information can be found on our website. PLEASE NOTE, NO AGENCIES