Paraplanner
Job Type : Permanent, Full Time
Salary : £40000 – £45000/annum
Paraplanner – c40k+
We are working with an established IFA practice, who have a requirement for a paraplanner within the team due to business growth.
This offers an exciting opportunity for someone to join the team and be part of a successful business.
Key Duties:
Prepare suitability letters
Check all compliance paperwork is present
Confirm clients' risk profile
Discuss all of the clients objectives with the IFA
Identify areas for planning and undertake research to identify suitable solutions to meet the clients' needs
Writing suitability reports and selecting appropriate funds for clients
Review clients' existing plans to confirm if they remain suitable
Complete application/proposals forms and assemble supporting documents
Ensure all compliance paperwork is in order and in line with company and FCA regulations
Review clients' investments, asset allocation and risk profile
Key Skills/Experience:
You will need to be experienced in a similar role within a financial firm & will ideally be Diploma qualified or have Chartered Financial Planner status or working towards this
You will also possess:-
Excellent report writing skills
Forward thinking and uses initiative
Excellent communication skills written and verbally
Previous significant experience within a paraplanning position
Whole of market product knowledge
Other information:
Salary c40k+ DOE and qualifications
Pension scheme
Free parking
