Paraplanner

Paraplanner

Salary £25,000 - £30,000 DOE

Location: Southampton

We are looking for a Paraplanner ideally level 4 qualified to complete a number of non-client facing tasks involved in preparing and administrating a Financial Plan and / or Report for clients.

Skills

Excellent inter-personal skills, both written and verbal.Excellent report writing skills.Accurate with good attention to detail.Time management.

Knowledge

Detailed knowledge of the FCA’s rules and requirements.Broad knowledge of the financial services sector.High level of technical knowledge.

General

Keep up-to-date with new product, technical or legislative changes within the marketplace.Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures.To ensure that the firm’s clients are treated fairly at all times.To work as part of a team alongside the firm’s advisers and administrators to provide clients with a professional ongoing Financial Planning experience.

Specific

Once in receipt of a completed ‘factfind’, collate all the relevant quantitative detailed information required to compile a financial services report.Check all paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements.Discuss the client’s needs and objectives with the relevant adviser.

To prepare recommendations

Undertake research to identify suitable solutions to meet the client’s needs and objectives.Prepare information for analysis by the adviser.If applicable, liaise with the client’s legal and tax advisers.Prepare draft recommendation report.Discuss draft recommendation report with the relevant adviser.Obtain ‘sign-off’ by the relevant adviser. 

To implement recommendations

Prepare suitability reports in accordance with the agreed recommendations.

If you feel you have the necessary skills and experience to be successful in this Paraplanner role click on “APPLY” today, forwarding an up to date copy of your CV for consideration in the first instance.