Job description
A new and very exciting opportunity has arisen within this highly regarded boutique national firm.
We are looking for a high end paraplanner who will provide technical support to a Senior Adviser, completing analysis and research and preparing recommendations for products and through the process become an adviser themselves within 6 months.
This role is to take over a client bank from an adviser who is going to retire shortly.
1. Preparing the fund switch report
2. Assist in completing the client fact find
3. Submit new business with providers
4. Client contact and updates
5. Completing initial information gathering and analysis on existing products
6. Provide research via the Select-a-pension report
7. Provide research on annuity and protection providers
8. Preparing suitability reports to cover all recommendations
9. Ensuring the advice file is to a high compliance standard
10. Reviewing client documents prior to a presentation meeting
11. Gathering illustrations, fund factsheets and Key Features Documents
12. Attend client meetings, where required
13. Cash flow planning
14. Tax calculations
If you are a paraplanner wanting to go to the next level, this firm will give you the platform to do so quickly.
You will get CAS status within 6 months.
You must have diploma or close to completing to be successful in your application. Progression to Chartered will be encouraged.