Paraplanner
- Recruiter
- Anonymous
- Location
- Northwich
- Salary
- 28000.00 - 35000.00 GBP Annual + GBP28000 - GBP35000/annum
- Posted
- 29 Sep 2016
- Closes
- 14 Oct 2016
- Sectors
- Accountancy
- Contract Type
- Permanent
- Hours
- Full Time
Our client, an Asset Manager is seeking a Paraplanner to support the Adviser
Candidates MUST have a Regulated Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning
Key Responsibilities
??Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
??Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client's needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile.
??Check all compliance paperwork and internal sign off documents are present.
??Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures.
??Request and obtain application forms and other associated paperwork.
??Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
??Undertake annual reviews, where appropriate.
??On-going servicing of clients as and when required.
Candidates must have;-
??An understanding of the Financial Planning/Corporate Advice process, where appropriate
??Ability to work within defined business processes and to achieve agreed outcomes without supervision.
.Good report writing and communication skills
Candidates MUST have a Regulated Diploma in Financial Planning (CII) - Level 4 or Diploma in Financial Planning
Key Responsibilities
??Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser
??Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the client's needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile.
??Check all compliance paperwork and internal sign off documents are present.
??Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures.
??Request and obtain application forms and other associated paperwork.
??Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
??Undertake annual reviews, where appropriate.
??On-going servicing of clients as and when required.
Candidates must have;-
??An understanding of the Financial Planning/Corporate Advice process, where appropriate
??Ability to work within defined business processes and to achieve agreed outcomes without supervision.
.Good report writing and communication skills