The CompanyOffice Team Perm is recruiting for a paraplanner, to work with the financial advisor of a financial services company. This is a full time permanent role, based in Leicester city centre.
The Role
As a paraplanner, you will be responsible for many administering tasks.Duties will include the following· Detailed suitability report writing · Product recommendations for clients· Dealing with renewals and annual portfolio reviews/asset allocation reviews· Technical research and support on products such as Pension transfers, SIPPs, General investments, Transfers, ISAs, Bonds, Life term, whole of life, critical illness and PMI· Support the sales process and customer service· Reviews of existing policies· Resolving technical queries · Use of Aequos, Exweb, Pension Profiler, Investment Profiler· Conducting research and due diligence projects This is a demanding role that requires a technically competent person who is used to dealing with the full range of Financial Services products.
Salary & Benefits
£18-30k based on experience. Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to equal opportunity and diversity. Suitable candidates with equivalent qualifications and more or less experience can apply.