Paraplanner

Posted 11 July by iRecruit Partners Ltd Ending soon

iRecruit Partners are working with a financial advisor company near Reading who are looking for a paraplanner to work alongside Financial Planners taking full responsibility for preparation and maintenance of client files, preparation and implementations of recommendations and Financial and ongoing reviews of client affairs.

MAIN RESPONSIBILITIES:

Preparation & maintenance of client files

  • Ensure completeness of client file/data gathering.
  • Confirm risk profile is determined and updated.
  • Check all compliance paperwork is present.

Preparations of recommendations

  • Identify and obtain information necessary to compile clients’ recommendation / cash flow forecast.
  • Compile draft net worth statement; income and expenditure statements and financial cash flow forecast for review by FP.
  • Identify areas for planning.
  • Carry out technical calculations.
  • Undertake research both independently and with FP to identify suitable solutions to meet the clients’ needs.
  • Prepare information/comparisons for analysis by FP.
  • 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 cash flow.
  • Produce clear, technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process.
  • Ability to assimilate technical information into an understandable format do clients.

Implementation of recommendations

  • Make changes to clients’ investments as instructed.
  • Ensure agreed action points are implemented.
  • Liaise with administration team to process recommendations as per Advice Process.

Preparation of reviews

  • Prepare and coordinate review documentation including; financial planning and portfolio review as per the Annual Review Process.
  • Review investment portfolio, asset allocation, risk profile etc.
  • Carry out technical calculations.
  • Implement agreed actions post review.
  • Attend client meetings if required.
  • Making sure all templates used for reports are compliant and updated when required

REQUIRED SKILLS AND EXPERIENCE:

Essential

  • Microsoft Word, Excel and electronic diary management (Outlook).
  • Excellent technical knowledge of Financial Services Products.
  • Knowledge of technical financial planning tools and financial modelling software e.g Voyant and FE Analytics
  • Relevant experience working within a financial planning environment.
  • Ideally experience of working as a Paraplanner.
  • Ideally Diploma in Financial Planning or working towards

Desirable

  • Knowledge of AO.
  • Advanced Excel.
  • Diploma Qualified or Charted

Required skills

  • Financial Planning
  • Financial Services
  • Paraplanning
  • Investment Portfolio
  • Technical Information

Application questions

Do you have experience working as a Paraplanner?
Do you have a Financial planning degree or working towards one?
Do you have excellent technical knowledge of Financial Services Products?

Reference: 35603978

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