Ref - Paraplanner – Ref 1754

Paraplanner

Paraplanner – Grantham – Competitive salary & great benefits & bonus & hybrid working available.   Benjamin Edwards are recruiting for a great opportunity to join an award-winning company as a Paraplanner. You will be an experienced Paraplanner with the ability to liaise at all levels.

Role of Paraplanner

  • Discuss client needs and objectives with Advisers
  • Liaise with Advisers to collate detailed information and conduct research in order to compile Suitability Reports with recommendations
  • Ensure all paperwork meets FCA rules
  • Liaise with legal and tax specialists
  • Implement agreed investment strategies including online trading
  • Attend client meetings with Advisers
  • Review investments and manage risk profile
  • To work as part of a highly successful team providing clients with a professional service at all times

Ideal candidate for the role of Paraplanner

  • IT skills including Microsoft Office suite
  • Excellent knowledge of FCA rules and requirements
  • High level of technical knowledge – level 4 CII qualification desirable
  • Knowledge of: Exchange, Threesixty online, Defaqto, Distribution Technology, and research tools desirable
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Benjamin Edwards Recruitment Lincolnshire