Our client, a highly regarding financial advisory business, are looking for a Paraplanner to provide an integral function to the wider team.
Key Responsibilities:
* To accurately interpret the advisers client files to ascertain the client’s needs and advisers instructions to translate this successfully into a Financial Planning Report.
* To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client’s needs.
* To liaise with the Technical Team Leader in the first instance to ensure that they are kept up-to-date as to the nature of advice being passed through paraplanning.
* To liaise with the Compliance Team in regards to work that requires pre-sale authorisation.
* To prepare the report within an agreed timescale.
* To ensure that the Financial Planning Reports are accurate in regards to spelling and composition.
* To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log).
Experience Required:
* Minimum 3 years continuous experience in a Financial Planning Firm.
* Minimum 2 years continuous experience as a Paraplanner.
* Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent.