Senior Paraplanner - Lytham St Annes

This long-established IFA firm is looking to recruit a Senior Paraplanner.

The role will involve promoting the company's services in a professional and FCA compliant manner.

Core Duties and Responsibilities:

- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties.
- Working in collaboration with a client's Financial Adviser you will collect and collate information and data about (and from) the client in accordance with the principle of 'know your client' and ensure all the required compliance documentation is present and correct.
- You will discuss with the Financial Adviser the client's objectives, identifying and obtaining the information necessary to compile a financial planning report.
- Working in collaboration with the Financial Adviser you will assist to identify areas for planning and identify solutions suitable to meet the client's needs and objectives.
- Working in collaboration with the Financial Adviser you will review the client's investment portfolio, asset allocation, risk profile etc..
- You will obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- You will prepare suitability letters and reports for approval by the Senior Paraplanner and the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the precompletion of documentation ready for clients to check and sign.
- You may at times be required to assist and provide support with administrative functions, for example: new business processing, re balances and organising future planning meetings with the client on behalf of the Financial Adviser.
- You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.

Knowledge & Experience
- Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
- Experience in writing complex and detailed reports for cases
- Ability to assess information, make comparisons and identify critical features
- Ability to acquire update and apply new skills and knowledge
- Set own goals and want to deliver agreed targets