GREAT PARAPLANNER - OFFICE BASED IN BERKSHIRE ARESKIA

SKILLED PARAPLANNER ROLE FULL OFFICE BASED IN A GREAT COMPANY. FULL OFFICE BASED IN A LOVELY GREAT COMPANY.

Essential Education, Qualifications - Level 4+ Financial services qualifications, RO exams are preferable.

Duties, Experience and Responsibilities:

5 years Paraplanning experience you will have the vision and ability to write two multi pension

and investment suitability reports per week, or 5 simple suitability or review

reports per week, for our HNW Clients.

Familiar with core Consumer duty principles, and able to put them at the heart of

everything NEEDED BY THE COMPANY

Personal Skills needed: -

Communication: Ability to communicate effectively both verbally and in writing, and to

deal with individuals at all levels.

Team working: Collaborative and proactive mind set. Ability to contribute as part of a team,

and deal with individuals at all levels within the business.

Able to work within defined business processes.

Professional integrity: The strength of character to explain a professional point while

having empathy with a customer or colleague.

Relations with others: The personal qualities and skills that promote open and

constructive working relationships with colleagues and customers.

Flexibility: The flexibility for, and commitment to, continual self-development and

improvement.

Put the Client needs and out comes first in every situation, in a fully compliant manner.

Lead the preparation of suitability reports for approval by the Financial Adviser, and

prepare associated documentation as required.

Work with the Administration Team

& ensure all information is available for a suitability report to be produced. This will include

the pre-completion of documentation ready for clients to check and sign.

Have at least Level 4 Diploma in Financial Planning or equivalent so able act as a knowledge

bank for queries of a technical nature, and when the adviser isn’t available.

Responsible for day-to-day paraplanning tasks – identifying what’s required, in client

cases have information missing or outstanding actions.

Then working with the advisers and administrative team to obtain this information and subsequently writing a suitability

report ready for adviser approval.

GREAT OPPORTUNITY FOR AS OUTLINED A 4 YEAR SKILL IFA PARAPLANNER FIRM SKILLS IN A GREAT COMPANY BLESS YOU :)