Paraplanner - Heat Recruitment : Job Details

Paraplanner

Up to £45,000

Hybrid

Devon

Responsibilities

- Receiving instructions during debriefings from advisers following client meetings.

- Interpreting data obtained by advisers during client meetings.

- Analysing data and using research tools to provide solutions to meet client needs and objectives.

- Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document.

- Liaise with Head of Technical on structure and development of the Suitability Report Templates and attachments to the reports.

Requirements

- Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma

- Demonstrate practical awareness and up to date knowledge of retail financial products and current regulatory expectations.

- Analytical in solving tasks with a keen attention for detail.

- Possess excellent organisational and time management skills with an ability to work under pressure and prioritise.

- Deliver effective and positive communication, and demonstrate competent use of IT.

Benefits

- Hybrid working

- Pension

- Bonus

- Death in service