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Paraplanner

Posted 3 months ago by Seneca Bridge Resource Partners
Location Chester Job Type Full Time - Permanent
Salary £25k - 30k per year + Excellent benefits Sector Accountancy, Banking, Financial Services, Investment Management, Wealth Management

Seneca Bridge are working with an award-winning, truly independent, bespoke wealth management company seeking a highly professional, experienced Paraplanner to support the Financial Planner(s) and Adviser(s). 

 

Your responsilities include...

  • Supporting the Financial Planner(s) and Adviser(s) in research and analysis to meet Client needs and objectives
  • Supporting the Financial Planner(s) and Adviser(s) in preparing Client financial plans and suitability reports
  • Developing and maintaining internal relationships to help maintain business flow and meet agreed targets
  • Promoting the profile of the business within the profession and wider communities
  • Continuous professional development to meet regulatory requirements and personal development needs
  • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

 

Day to day you will...

  • Preparing and compiling financial analysis data
  • Analysing Client data and preparing cash flow analyses
  • Researching products to support recommendations
  • Compiling financial planning recommendations and suitability reports
  • Providing support for the Financial Planner(s) and Adviser(s)
  •  Ensuring that all regulatory and compliance standards are met
  • Liaising with product providers and other relevant third parties
  • Ensuring that all Client requirements are followed through to the appropriate conclusion
  • Managing, recording and monitoring Client annual reviews on behalf of the Financial Planner(s) and Adviser(s)
  • Assisting the Financial Planner(s) and Adviser(s) with Client presentations and any other activities as agreed
  • Individual workflow and task delivery
  • Assisting the Head of Research with annual technical reviews of services and products

 

Must have...

  • Demonstrable experience within a similar role
  • A suitable qualification - ideally Level 4
  • Excellent IT skills - all Microsoft Packages
  • Excellent attention to detail 

In return for your commitment and hard work our client offers a competitive salary and benefits package but furthermore, an opportunity to develop your career within the business.

We are actively recruiting and therefore urge you to apply today.

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Seneca Bridge Resource Partners

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http://www.senecabridge.co.uk

ATTRACT | SELECT | ENGAGE Seneca Bridge Resource Partners is a specialist provider of new age recruitment solutions. We understand that in the modern world client requirements from recruitment supp...

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Office Location: Riverside Innovation Centre, 1 Castle Drive, Chester CH1 1SL
Phone Number: 01244 885063