Posted 6 days ago by Coast Specialist Recruitment Easy Apply

I’m currently working with very well established IFA practice wh o are now looking for an experienced Paraplanner to join their existing team.

The Role

  • The production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants.
  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
  • Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management
  • Provide technical support and back up to Sales Consultants and the Sales Support function
  • Complete portfolio reviews and rebalancing requests
  • Deal with client and insurer queries to completion via the telephone or in writing.
  • Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly.
  • Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required
  • To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time.
  • Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management.
  • Manage own workflow position and provide updates on of the Head of Risk Management

Key Requirements

  • Qualified to or studying towards Diploma level with a desire to achieve Chartered status.
  • Excellent research, analysis and report writing skills.
  • Proficient with word, excel applications and spreadsheet production

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Report Writing
  • Suitability Analysis

Reference: 34259597

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