Paraplanner

Placed: 28/11/17
Region: Leicestershire
Category: Jobs


Content of the advertisement:

Hamlin Knight are currently recruiting for a Paraplanner to join a prestigious company is Ashby-de-la-Zouch.

Job purpose:
The production of due diligence and research on products, providers and funds in line with company policy. To ensure the accurate documentation of advice on behalf of the Adviser by means of a suitability report and supporting evidence.

Duties will include:
* Provide analysis, details research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients.

* Provide all information and research within a strict ethical and compliance framework and under guidance from the Compliance Department.

* Provide technical support and back up to Advisers and the Admin support function.

* Complete portfolio reviews and rebalancing requests.

* Deal with client and provider queries to completion via the telephone or in writing.

* Commit to continuous personal development and retain supporting records for inspection upon request by the Compliance Director.

The successful candidate will have Level 4 Diploma but may consider FPC 1,2 & 3 with agreement to work towards Level 4. Good pension knowledge is required and good interpersonal skills as well as strong organisational skills, attention to detail and thorough administrative skills are essential for the role.
Please apply today

Price / Salary: £30000 - £36000/annum