Job Description
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London.
ResponsibilitiesConduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview and formulate plans for clients with highly specialised situationsReview clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitableCommunicate advice to clients directlyPrepare written proposals and recommendations for transfers and present this advice to them to confirm understandingWork with other departments to provide best client outcomes through developing new resources and providing trainingWork on ad hoc projects to improve the efficiency of PCA GroupAdhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice
Skills and knowledgeA University degree or equivalent combination of education/experienceLevel 4 Qualification CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable3+ years financial services experience requiredVery strong understanding of Financial Planning principles and client suitab...