The main duties will include the following:-
To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser.
To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand).
To provide support to the adviser team on technical matters.
Production of new business reports and recommendations.
Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis.
Liaise with Business Administration for any additional information required.
Liaise with Investment, and accounts and dealing teams in respect of reviews of existing
investments and feasibility of in-specie transfers.
Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans.
Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
Assist with updating of Procedures Manual and ensure that it remains up to date.
To make recommendations as to how the firm’s systems and procedures might be
Promote the core values so that they are live throughout
To be considered you must be able to demonstrate the following:-
- Currently a Diploma Qualified Paraplanner within an IFA
- Writing Suitability reports currently
- Minimum of 5 years within Financial services, 2 years of which within Paraplanning
In return the salary and benefits are incredible.
Reed Specialist Recruitment Limited is an employment agency and employment business