Job Details
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Contact Information:
i2i Recruitment Consultancy
2 Rockfield Business Park
Old Station Drive
Leckhampton
Cheltenham
Gloucestershire
GL53 0AN
Tel: 01242771021
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Paraplanner - CAT
Cheltenham
Job Title: Paraplanner
What’s in it for you?
28 days of holiday (excluding bank holidays)
Spring and Christmas parties
£45-£55k, depending on experience and qualifications
Must have’s
Financial Services experience desirable (or working towards)
Fully Level 4 Diploma Qualified
Experience in writing complex and detailed reports for cases
Ability to analyse financial issues and offer sound, reliable and professional advice
Nice to have’s
Taxation (J01)
Trusts (J02)
Pensions and Retirement Planning (R04)
Investments (IMC)
Other technical areas (pensions, long term care)
So what will you be doing?
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records.
Helpful Extras
Hours are 9am-5pm
Key Responsibilities:
- Deal effectively with queries from clients and other parties through effective communication.
- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
- Collect and collate information and data about (and from) the client in accordance with company policy and ensure all the required compliance documentation is present and correct.
- Liaise with product providers and other third parties to acquire additional information that may be required to assess the client’s needs and to formulate recommendations.
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
- You may at times be required to assist and provide support with administrative functions, for example: income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
- You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.
Our mission of ‘Making Recruitment Personal’ also means making recruitment fair. As a result, we are committed to reviewing every application with a sense of diversity and inclusion.
We strive to personally connect with each applicant, but due to the number of applications we receive, this is not always possible. We will still aim to update you on your application, regardless of if it’s successful.
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