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PARAPLANNER - 4 DAYS PW

PARAPLANNER - 4 DAYS PW

Posted 25 June by REED Insurance
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We are requiting for a Senior Paraplanner for a super client based in Guildford.  This is a friendly, professional office that requires a new Paraplanner to join the team and assist the IFA's. 

This role is open to anyone who would be keen on working 4 days as they can accommodate this in this office.

• Take responsibility for a portfolio of clients, managing ongoing relationships and all enquiries
• Identify and obtain the information necessary to compile financial cashflow forecast
• Compile financial cashflow forecast and discuss with Planner

2. Prepare Recommendations:

• Identify areas for planning
• Undertake research both independently and with the Planner to identify suitable solutions to meet the clients’ needs
• Liaise with clients’ legal and tax advisers (if applicable)
• Consider current and future asset allocation of assets for investment strategy with regard to the client risk profile and lifetime cashflow
• Produce clear, technically accurate, compliant and concise Financial Planning and Suitability reports.

3. Implementing Recommendations

• Ensure fact finds, client questionnaires and meeting notes fully support the advice given
• Make changes to clients’ investments as instructed
• Implement agreed actions
• Liaise with administration team to process recommendations

• Prepare and coordinate review documentation including; financial planning and portfolio review
• Implement agreed actions
• Manage the ongoing client relationship and professional parties

For this role you must have at least 1.5 years working in this area and have the Diploma Level 4 or equivalent.

Ideally someone who has worked on whole of market products.... 

Please email me direct chloe.emmerson@reedgloal.com

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 34636700

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