Job description - Paraplanner
Our Client's are looking to recruit an experienced Paraplanner to join their growing business
The successful candidate will have the right mix of hard work and shining personality to thrive within this growing business.
Working closely with the Financial Adviser and the rest of the Administration team, this would suit someone looking to become part of a dynamic, forward thinking IFA business.
With a competitive starting salary of £30,000 to £45,000 and other company benefits, we are looking for a committed, forward thinking and independent candidate to join our team. Knowledge of Intelligent Office would be a distinct advantage.
The Paraplanner role may be broken down into four key parts:
1. Preparing and maintaining the client file.
2. Preparing recommendations.
3. Implementing recommendations.
Assist the Financial Adviser/Planner in establishing new client relationships.
Assess clients’ financial circumstances.
Prepare financial statements to support the development of clients’ financial strategies. This may involve the use of Financial Planning software tools, such as O&M Profiler Analytics.
Carry out research and analyse products and services that are appropriate to each client’s financial circumstances.
Propose and draft financial solutions that meet clients’ goals, needs and objectives.
Assist with the accurate completion of application and proposal forms.
Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
Develop productive working relationships with colleagues and clients throughout the financial services environment.
Adhere to FCA rules and guidance.
Act ethically, impartially and always in the best interests of clients.
Meet the FCA (formerly FSA) Treating Customers Fairly requirements.
These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill set and competence as the company may require.