Paraplanner

2 days ago Be among the first 25 applicants Recruit UK | Certified B Corp provided pay range This range is provided by Recruit UK | Certified B Corp. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range Direct message the job poster from Recruit UK | Certified B Corp Consultant at Recruit UK – Financial Planning Recruitment – London Job Title: Paraplanner Location: City of London/ Gatwick Office Salary: Up to £55,000 Reference Number: 9642 If you\’re in the market for a Paraplanner role and want the following, please let me know: Salary up to £55,000 2 days a month in Office (your choice for which office) Role in City of London or Gatwick Office We are currently working with a Nationwide IFA firm to fill a Paraplanner role. This role involves the below: RESPONSIBILITIES Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser. 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 within agreed timeframes. 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 and the up-to-date report template is used. Request and obtain application forms and other associated paperwork. 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. On-going servicing of clients, for example withdrawals or fund switches. Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives. WE WOULD LOVE TO HEAR FROM YOU IF: Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances. 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. Good report writing and communication skills. Please get in touch if you are interested. Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Writing/Editing and Administrative Referrals increase your chances of interviewing at Recruit UK | Certified B Corp by 2x Get notified about new Paraplanner jobs in City Of London, England, United Kingdom . 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