Financial Services Paraplanner

Our client is looking for a Senior Paraplanner to assist Advisers with their client portfolios and accounts providing advice in areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation • Review clients\’ existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable • Work with other departments to provide best client outcomes through developing new resources and providing training • Work on ad hoc projects to improve efficiency • 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 • Very strong understanding of Financial Planning principles and client suitability • This is a hybrid role with 3/4 days in the office.