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Paraplanner

Location: PENZANCE, CORNWALL, UNITED KINGDOM Salary: 25,000-35,000 GBP (UK Pounds) Per annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: 2
Posted: 27 days ago Reference: X3-386011

Our client is a well-established wealth management firm with a fantastic reputation for their work.  They are now seeking a Paraplanner to join their Penzance office

 

Your role will be to aid the Directors in creating and maintaining long-standing relationships with clients and implementing their clients financial solutions

 

To be successful in this role you will need to have previous paraplanning experience with a proven track record of developing new business.

 

Responsibilities:

  • Aiding the Directors in the development and maintaining of new business
  • Identify opportunities to maximise income for the firm
  • Assist in the carrying out of compliance functions
  • Aiding in the creation and implementation of financial plans for clients
  • Obtain valuations
  • Research and analysis of information provided for client solutions to ascertain viability

 

Requirements:

  • Previous experience as a Paraplanner
  • Experience assisting in the implementation of financial plans for clients
  • Excellent analytical and problem-solving skills
  • Experience handling compliance functions and ensuring regulations are met
  • Great team work skills with the ability to also work well independently
  • Excellent communication and relationship building ability

 

This role will pay a competitive salary and is an excellent opportunity for an already experienced Paraplanner to join a leading company in a role offering excellent development opportunities.

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