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Job Title: Paraplanner
Contract Type: Permanent
Location: Poole
Salary: 35000 - 35000
REF: 1479/6
Contact Name: Beth Mitchell
Contact Email:
Job Published: over 2 years ago

Job Description

PERMANENT POSITION -  Paraplanner - Poole 
Are you an experienced Paraplanner looking for a new role?  If so our client based in Poole is looking for somebody to join their relaxed and friendly team. 

Location:   Poole 
Hours:        Monday to Friday  9.00am-5.00pm 
Salary:        £35,000 

Salary & Benefits:
• Competitive salary
Day off for your Birthday.
Ability to carry holiday forward.
• Free Parking
• 32 days holiday (this will increase by 1 day after each year of service) 
• Pension scheme
. Death in Service Benefit
. Ability to buy an extra 5 days holiday. 

We are looking for a Paraplanner for our client based in Poole. 

Duties & Responsibilities:

Access client's objectives and carry out research to identify suitable solutions to meet client's needs in line with an adviser's recommendations and requests
Discuss cases with adviser and pro actively update the adviser throughout
Carry out financial analysis to draft recommendation reports for review and sign off by the advisers
Prepare relevant paperwork for client's meeting
Compile financial analysis
Ensure all regulatory and compliance standards are met and report any breach to Compliance Manager 
Co-operate with Compliance Manager 
Liaise with third parties
Ensure that all client requirements are followed through to the appropriate conclusion
Keep up to date with legislation
Participate in online provider webinars for continued technical knowledge and ongoing CPD
Understanding of FCA regulations and guidelines relating to financial services clients

Knowledge & Experience:
• Excellent report writing skills
• Excellent communication skills
• Forward thinking with good initiative
• Previous experience in Paraplanning

Salary & Benefits:
• Competitive salary
• Free Parking
• 20 Days holiday plus bank holidays (this will increase by 1 day after each year of service) 
• Pension scheme

This job of Paraplanner is based in Poole  with immediate interviews offered at their Poole office.

If you have a Paraplanner experience please get in touch. 

We receive a high number of applications on a daily basis so we can only respond to successful applications. If you do not hear from us within 3 working days please assume your application has not been taken forward on this occasion. We may contact you in the future about other suitable positions.
Real Recruitment Solutions place an obligation upon all staff to respect and act in accordance with this policy and consistently review regulations to ensure our policy is updated and relevant across all aspects of recruitment in order to avoid unlawful or undesirable discrimination.