Paraplanner
We have a new opportunity for a Paraplanner to join our client based in the City of London. The Paraplanner within the UK New Business team analyses prospective client portfolios to provide FCA-regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability.
Key Responsibilities
- Evaluate prospective client objectives, portfolio holdings, time horizons, cash flow needs and overall financial situation to determine suitable asset allocation recommendations
- Review and develop plans for clients with highly specialised financial situations
- Analyse prospective clients' existing pension and investment bond arrangements to determine whether a transfer is appropriate
- Create and deliver training for other teams as required
- Ensure regulatory compliance with internal policies and FCA requirements
Qualifications & Experience
- University degree or equivalent combination of education and experience
- Level 4 Qualification preferred (CII Regulated Diploma or CISI Investment Advice Diploma)
- Minimum of 3 years' experience in financial services
- High attention to detail with excellent organisational and time-management skills
- Strong numerical and analytical skills
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Paraplanner employer: The JobsBoard
Join a prestigious skincare brand that values its employees and fosters a vibrant work culture in the luxurious setting of Knightsbridge. With competitive salaries and commission opportunities, you will thrive in an environment that encourages personal growth and professional development while working alongside passionate individuals who share your love for skincare and sales.
