Advice Support Consultant (Paraplanner) - Insurance / Pension

Joining one of the most profitable and trusted names in life and pensions. A brand with a global reputation, a remarkable history and exciting plans for the future. If you're inspired to join us, and if you have the necessary qualities, then this could be the opportunity you've been looking for.

Advice Support Consultant (Paraplanner) - Insurance/Pension
6 months (potential to join permanently)
Start ASAP

To support our growing advice team we are looking for an individual with an analytical mind and strong Paraplanning experience to join our team.

To be successful in this role you'll have strong Paraplanning experience and already be familiar with finalising client recommendations, ensuring fact-finds are accurately completed and making technical comparisons with other provider products. You'll hold the QCF Level 4 Diploma in Regulated Financial Planning and be a strong communicator with an eye for detail.

AFPC qualified/Diploma in Reg Financial Planning
Experience working for Bank/IFA
Report writing skills/Financial planning applications knowledge
Experience of working within a paraplanning role
AFPC qualified (essential)
Good working knowledge of:
Financial planning applications in mass affluent/complex need market, covering life, pensions, and annuity and investment areas.
Information technology eg Word, Lotus Notes, Excel, Powerpoint
MI systems
Report writing skills.
Analytical thinking/decision making.
Self-management.
Building relationships.
Constructively challenge others.
Commercial awareness.
Planning and organising.

Modis is acting as an Employment Business in relation to this vacancy.

Modis is an Equal Opportunities employer; we welcome applicants from all backgrounds.