We are currently recruiting for a Paraplanner on behalf of a Financial Advisory practice based in Norwich.
Ideally you will be Diploma qualified or working towards this, responsible for assisting a team of experienced IFA's within the company with training to become an advisor.
Duties and Responsibilities:
Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCA
Process and deliver Suitability reports for a variety of IFA's
Provide recommendations to clients on Investments, Pensions and Protection policies based on your own research and to be able to support these recommendations with a coherent explanation Work effectively autonomously or as part of a team
Respond efficiently and effectively to requests from Company advisers and Management
Assist in analytic work, including cash flow forecasting and investment analysis
Use financial planning software tools
Develop productive working relationships with colleagues and clients
Previous experience within an IFA practice environment
Ideally you will be Diploma Qualified in Financial Planning or will have made significant progress towards this qualification
Good technical knowledge of Pensions, Investments and Protection policies
Knowledge and practical experience in the application of the rules of the FCA
Strengths in Data Analysis and written English are essential