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Paraplanner Bishops Stortford

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Job Description

Paraplanner Bishops Stortford

Paraplanner Bishops Stortford

Paraplanner Bishops Stortford. This is an excellent opportunity to work as a Paraplanner for a reputable client of ours who are based in Bishops Stortford. Our client is a firm of independent financial advisers, whose client base is predominately High Net Worth clients. They are looking to recruit a Paraplanner to join their technical team to work alongside their advisers and administrators.

Requirements of the Paraplanner

  • The ideal candidate should have experience working as an Paraplanner for a firm of financial advisers
  • A positive and confident manner
  • The ability to communicate at all levels
  • Very well organized.
  • Level 4 qualified or at least working towards the Level 4 qualification.
  • Ideally the candidate would also have experience in using Adviser Office.

Key responsibilities include:

  • Researching and analysing financial products to meet client requirements
  • Presenting technical data to the Financial Adviser in support of the financial planning and advice process
  • Preparing client financial plans and writing suitability reports
  • Liaising with clients
  • Working with the adviser to ensure all client annual reviews are carried out when appropriate, including valuation reports
  • Assisting the adviser in all aspects of client servicing
  • Ensuring that all sales are conducted in such a way as to meet all regulatory and business requirements.

Benefits package of the Paraplanner

  • Salary depending on qualifications and experience.
  • 23 days holiday a year plus Bank Holidays.

Interested? Contact Sincerity Personnel 01279 260096

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