Are you an experienced Paraplanner, who thrives on complex work and likes to be challenged each day, by technical and highly successful Advisers?

Do you prefer to work within a modern office environment, with a lively and engaging team?

Or would you simply, like the above?

On offer is a Chartered firm, possessing high standards and delivering superb service. They have been recognised and nominated for various awards over the years. The Directors are very hands-on and want their staff to be the best, getting involved in training and supporting with all regulated qualifications.

Responsibilities:-
–       To prepare and maintain client files
–        Once in receipt of a completed ‘factfind’, collate all the relevant quantitative detailed information required to compile a financial services report
–        Check all paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements
–        Discuss the client’s needs and objectives with the relevant adviser
–        To prepare recommendations
–        Undertake research to identify suitable solutions to meet the client’s needs and objectives
–        Prepare information for analysis by the adviser
–        If applicable, liaise with the client’s legal and tax advisers
–        Prepare draft recommendation report
–        Discuss draft recommendation report with the relevant adviser
–        Obtain ‘sign-off’ by the relevant adviser
–        To implement recommendations
–        Prepare suitability reports in accordance with the agreed recommendations
–        Complete application / proposal forms
–        Ensure all compliance paperwork is in order
–        If relevant, act on any changes made by the client
–        Implement the chosen / agreed investment strategies
–        To undertake client reviews
–        Act as main point of contact and deal effectively with queries from clients and other parties
–        Establish and build strong relationships with clients
–        If required, attend client meetings with adviser
–        Organise future planning meetings with clients, in accordance with agree timescales
–        Review investment portfolio, asset allocation, risk profile etc
–       Keep up-to-date with new product, technical or legislative changes within the marketplace
–       Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures
–      To ensure that the firm’s clients are treated fairly at all times
To work as part of a team alongside the firm’s advisers and administrators to provide clients with a professional ongoing Financial Planning experience