Superb opportunity to join a firm of successful Chartered Planners who are entering their second decade of development having experienced both year on year growth and the development of a network of introducers who have helped them build on their AUM, currently AUM per client is c £900k. The environment you will work in will be one that every member has a voice in the practice and regular team meetings will appreciate your input, and full support is given for personal growth/development. You will be diploma qualified, but every assistance will be given for you to achieve Chartered status as quicky as possible.
The Role
* Conducting research based on meeting clients financial needs and objectives
* Compiling investment/pension/protection illustrations and documentation
* Creating and preparing technical suitability reports
* Ensuring FCA regulations and compliance are met
* Supporting with ad hoc projects and tasks where required
* Reviewing and understanding existing scheme information from providers.
* Using research tools / systems to complete detailed analysis – FE Analytics
* Voyant cash flow modelling
* Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times
About you
* Experience in a senior paraplanning or technical role gained within an advisory practice
* Qualified to a minimum of diploma standard, with a desire to continue towards Chartered status
* Overall knowledge of key areas of financial planning and advice – Pensions (including switching and pension sharing orders), Investments, IHT and Estate planning and personal and business protection.
* The ability to understand and interpret a cash flow forecast and summarise the key points
* An understanding of writing styles, grammar, punctuation, avoidance of jargon and an understanding of the audience
* The ability to interpret complex planning into clear and concise reports
* Able to understand and apply FCA suitability requirements
* Competent using and presenting with FE Analytics and Voyant software
* Experience of, and being comfortable participating in client facing meetings with advisers
In summary
This is a fantastic opportunity for a talented, professional Paraplanner looking to join a successful yet growing Chartered IFA practice which will fully support you to achieve chartered status in due course and become a valued member if a highly talented business.
If this opportunity is of interest, please either call Jim Maddison on 07976 428618 or send a copy of your CV to jim.m@financialdivisions.co.uk
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