Financial Services Paraplanner

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.
As a Paraplanner RDR Level 4, analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. In this role you will be expected to formulate asset allocation recommendations, and write suitability reports.

Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
Review prospective clients\’ existing pension and investment bond arrangements to determine whether a transfer is suitable
Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
~3+ years financial services experience required
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