Job Information

£35,000 Salary : Well established Independent Financial Advisers- Full Study Support : Great opportunity for someone looking for a career as a Paraplanner

About the Company:

Bury based Financials, providing full holistic advice for high net worth clients across all aspects of Financial Services including Personal Injury Trusts and Periodical Payment Orders.

About the Role

This opportunity is a fantastic one for an experienced Paraplanner. The role will involve a full scope of paraplanning tasks including, but not limited to.

• Preparing bespoke Suitability Reports reviewing client`s entire financial situation, including but not limited to
o New Business Suitability Reports
o Annual Review Letters
o Periodical Payment Order Reports (PPO)
o Pension Loss Reports (PL)
o Bed & ISA Letters
o Fund Switch Letters
• Preparing illustrations for multiple providers relating to fund switches and new business
• Carrying out Fund research and Product research in order to aid the advisers in formulating their advice
• Developing relationships with administrators, advisers and other roles within the office
• You will be trained on the preparation of PPO and PL Reports, which are documents provided to courts in preparation for Personal Injury Settlements
• Gain knowledge of Personal Injury Trusts and the litigation process of Personal Injury Settlements

You will support with the above tasks on a day to day basis, working closely with advisers in order to help them deliver the advice and best experience possible to the client:

The successful candidate should have excellent interpersonal, listening and numerical skills as well as clear written communication skills which will be vital in the preparation of suitability reports.

Package

• Salary c. £35,000
• Company Pension Scheme
• 3x Death in Service

Further details of package available upon request

The successful candidate must have previous Financial Services experience, in a Paraplanning role.

Experience and knowledge of Personal Injury Trusts and PPO and Pension Loss suitability reports is not a requirement but would be an advantage.

For further information please search `Cameron James Professional Recruitment`, visit our website and contact Joshua Grey.