Paraplanner

Recruiter
Rachel George Associates
Location
Epsom
Salary
From £30,000 to £40,000 per annum Salary dependent upon experience, In
Posted
05 Oct 2017
Closes
03 Nov 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Our client based in surrey are well established chartered financial planners who are currently seeking aparaplanner to join their busy and friendly team.

Main purpose of the role:

The Paraplanner role is to support the Consultants in carrying out high quality research on a full range of financial planning products in line with the company's advice process and compliance framework and writing detailed reports resulting in specific product / company recommendations.

Key Responsibilities:

•To have a thorough understanding of the firms advice process, strategy and suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales.

•To understand each client’s circumstances, objectives, attitude to risk and capacity for loss, knowledge and experience and timescales to ensure advice is appropriate. If not then an ability to challenge the Consultant concerned to better understand why the recommendation is being proposed.

•Prepare analysis of client’s existing portfolio / holdings.

•Prepare research and quotations for client meetings.

•Dealing with client and provider correspondence (as part of the research
and reporting process).

•To follow the firms Client Services process to deliver a personalised and high quality service to Consultants.

•Liaise with colleagues to assist the approval and submission of compliant new business.


Competitive package for the right person.



"If you feel you are right person for this position we would like to hear from. Please click the Apply button below. We look forward to hearing from you.".


This job was originally posted as www.totaljobs.com/job/75854668