Our client offers a broad range of services to help clients manage their wealth and achieve their financial and lifestyle objectives.
Thy offer financial advice and investment management services are provided by highly qualified professionals with experience of servicing clients for many years.
They are looking to hire an experienced Paraplanner and the key duties are as follows:
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client’s needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile.
Check all compliance paperwork and internal sign off documents are present.
Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures.
Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
Undertake annual reviews, where appropriate.
On-going servicing of clients as and when required.
Understanding of the Financial Planning/Corporate Advice process, where appropriate
Ability to work within defined business processes and to achieve agreed outcomes without supervision.
Ability to multi-task and to prioritise and plan own workload.
Strong IT skills.
Good report writing and communication skills.
Regulated Diploma in Financial Planning (CII) – Level 4 or Diploma in Financial Planning
This an excellent opportunity to work for a major employer with progression and development opportunities on offer.
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