Job Description
Bond Recruitment is delighted to be recruiting and experienced, remote based Paraplanner with experience of Defined Benefit (DB) Pension Transfers, on behalf of our client, a very well established and market leading financial planning firm based in the heart of the Cheshire countryside.
THIS IS A REMOTE BASED ROLE SO WE WILL CONSIDER APPLICANTS ANYWHERE IN THE UK
Specific activities include:
• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with planner
Preparing recommendations – with emphasis on DB Pension Transfers
• Identify areas for planning
• Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs
• Prepare information/comparisons for analysis by planner
• Consider current and future allocation of assets for investment strategy with regard to client risk profile
• Prepare draft recommendation reports to be discussed/signed off by planner
Implementing recommendations
• Prepare suitability letters in accordance with the agreed recommendations
• Complete application / proposals forms
• Implement the chosen investment strategies
Requirements
Qualifications
•Ideally qualified to Level 4 Diploma with either– G60, AF7 or AF5 however this is not essential
Essential Attributes
These would be expected of an experienced paraplanner and developed in a trainee
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate • Articulate
• Excellent inter‐personal skills, both written and verbal
• Ability to multi‐task and prioritise effectively
• Good IT skills • Good report writing skills
• Ability to work independently and in a team
• Broad knowledge of financial services world
• High level of technical knowledge
Requirements
Independent Financial Advice Suitability Reports Financial Planning Pensions Investments IFA Administration