With occasional travel to London
In order to give our client and their devoted clientele complete support, my client, a very successful Financial Adviser who recently opened their own boutique independent practice, needs to find a capable, technically certified Paraplanner with a Diploma. With monthly team meetings and sporadic training sessions in the City of London, this Independent Financial Advisory business will conduct all of its operations remotely for this post. An experienced and self-assured Paraplanner would find this to be a great opportunity to work independently and offer the practice's clients outstanding service.
The Position:
As the Paraplanner, duties will include (but not be limited to):
Conducting research based on meeting clients’ financial needs and objectives.
Understanding investment portfolio analysis
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.
Cashflow modelling
Complying with the relevant compliance, TCF, T&C and, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption)...