We are looking for a paraplanner, minimum 2 years experience of working with senior financial planners.
Minimum of level 4 qualified with further professional exams either taken or planned
The role is to deliver first class research and report work for the advisers.
Role breakdown
* Gathering and undertaking research of products
* Analysing technical elements of products to establish appropriate options for clients.
* Compare and contrast the elements of products to select most appropriate option for clients.
* Undertake cost analysis to establish aggregated costs and charges of financial products
* Undertake technical calculations to determine clients position against areas such as tax allowances, tax charges and pension allowances.
* Undertake income sustainability analysis to meet clients income drawdown needs.
* Maintain detailed research and analysis records to demonstrate suitability of advice
* Communicate fully with the Financial Adviser to discuss research and analysis and options to meet client’s needs and objectives.
* Summarise findings in a recommendation report that sets out clearly and succinctly the reasons why advice is appropriate and suitable.
* Work methodically and in a timely manner to meet with client’s expectations.
* All work is completed with due care, skill and diligence and full co-operation with
* Financial Adviser, Client Support to ensure the best outcome for the client
* Work closely with the compliance team to support the development of advice policy and process and collaboratively with the business file reviewers to ensure advice
* and advice records are prepared to the highest standards.
* Maintain technical knowledge through a programme of Continuing Professional Development.
* Support the business growth and development through participation in projects and workgroups
* To carry out any other reasonable duties as requested by line management or directors
Please note - due to to the high response rate we will only be contacting candidates that meet the following criteria.
* That have industry experience - wealth of financial planning as a paraplanner
* That hold a minimum of level 4 qualifications in line with FCA and RDR regulations