Job Details
paraplanner/ Client Service Specialist
Sector:Financial Services
Region : Yorkshire & Humberside
Location: Horsforth
Salary: Excellent Package and benefits
Job Ref.: LBRRPP14
Job Information
An exciting opportunity has arisen for a qualified Para-planner to join a dynamic team in Horsforth at a leading IFA firm.The position:
- The position will involve providing a solid support base for consultants, ensuring that all recommendations are technically accurate and provide 'best advice' for the client
- Comply with the Financial Services and Markets Act 2000 and the relevant FCA or any superseding regulators
- Preparation of Suitability reports and recommendations
- Obtaining illustrations, fund fact sheets and all related Compliance documentation
The Person:
- Needs a full working knowledge of the main Financial Services products including Life, Personal Pensions and Investments
- Needs to be willing to develop knowledge, specially with regard to completing CII Diploma in Financial Planning
- 3 years plus Paraplanning experience
If you meet the above specifications, please contact Lily Bell on 0113 2429411