PARAPLANNER in Bournemouth

Clark James Recruitment are working with a highly regarded Financial Services business. Due to further business expansion our client is looking to recruit a Paraplanner to join the team. Role * Comply with all Compliance and Administration procedures, as set out in the Compliant Procedures manual. * Produce new client 1st & 2nd letters and suitability reports as required. * Gather recommendations from the the Portfolio Review team. * Produce client illustrations, including obtaining quotes from the Exchange portal. * Pre-populate forms for clients completion/signature. * Analyse outcome of questionnaires. * Attend client meetings to complete non-advice paperwork such as fact finds if required. * Complete cashflow modelling for clients and present these at client meetings if required. * Keep up to date with cashflow modelling software and report any training needs. * Support Advisers in research and analysis to meet client needs and objectives. * Assist with tax reporting work for clients if required. * Ensure continuous professional development to meet personal development needs. * Attend provider meetings and seminars where required. * Perform monthly cash balance checks. Candidate * Previous experience working as a Paraplanner is essential. * Level 4 diploma qualified, or able to demonstrate previous experience. * Excellent communication, presentation and attention to detail skills. * Driven to forge a lasting career within a professional organisation that recognises hard work and commitment. * Presentable. * Confident. Package * Basic salary to £45,000 * Benefits ***Please only apply for this position if you are an experienced Paraplanner, due to the nature of the work, our client can only consider candidates that hold previous experience