Paraplanner - Poole - £30,000-£40,000

Recruiter
Bond Williams
Location
Poole, Dorset
Salary
40000.0000
Posted
19 Jun 2017
Closes
19 Jul 2017
Contract Type
Permanent
Hours
Full Time

Paraplanner - Poole - Salary £30,000 - £40,000

Our client, a successful company based in Poole, are currently seeking an experienced Paraplanner to join their team.
As the Paraplanner you will work alongside a Financial Planner and be responsible for client files from data gathering, analysis, production and implementation of Financial Plans.

Your Main Duties Include:
*Take responsibility for a portfolio of clients, managing ongoing relationships and all enquiries
*Identify and obtain the information necessary to compile financial cashflow forecast
*Undertake research both independently and with the Planner to identify suitable solutions to meet the clients' needs
*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 cashflow
*Produce clear, technically accurate, compliant and concise Financial Planning and Suitability reports
*Ensure fact finds, client questionnaires and meeting notes fully support the advice given
*Make changes to clients' investments as instructed
*Implement agreed actions
*Process recommendations
·Obtain quotes / application forms
·Produce client valuations and relevant data inputting
·Send off letters of authority
·Submit and follow up new business
·Prepare and coordinate review documentation including; financial planning and portfolio review
·Manage the ongoing client relationship and professional parties

Experience Required:
·Excellent technical knowledge of Financial Services Products
·Thorough knowledge of technical financial planning tools and financial modelling software
·You are able to interpret reports and transaction listings from investment platforms
·Compliance: awareness of key FCA regulatory requirements
·At least 2 years' working as a paraplanner
·Experience of using a Financial Services CRM system (Ideally Intelligent Office)
·Diploma in Financial Planning
·AF3 - Pensions
·Taxation
·Chartered Financial Planner
·Certified Financial Planner

Benefits:
·22 days holiday, plus 3 days at Christmas, plus 1 day for your birthday, plus a day for Christmas shopping in December, plus Bank Holidays
·Pension
·Free parking
·Discretionary bonus

Working hours are 8:30am - 5pm Monday - Friday.

Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency