Wealth/ Investment Report Writer Liverpool

Courtney Recruitment
£25,000 to £40,000 per annum depending on experience. OTE potential £
29 Sep 2017
03 Nov 2017
Contract Type
Full Time
Wealth/ Investment Report Writer Liverpool City Centre

Screening Questions
  • Do you have at least 2 years’ experience as a Paraplanner?
  • Do you have up to date knowledge of regulations and legislation?
  • Are you familiar with all major research systems? (eg, Analytics, Voyant, etc.)
  • Are you diploma qualified or working towards it?

Our client, a highly professional & well established wealth management company is seeking an experienced Paraplanner, to provide support to a range of financial advisors. This is an opportunity to join a successful and growing high end business and establish a strong career path.

Experience required
  • Diploma qualified or working towards it
  • Prior paraplanning experience (approximately 2 years’ experience)
  • Experience in setting up and maintaining systems, processes and procedures.
  • Able to pass regular internal testing of knowledge

The person
  • The ability to balance conflicting demands in a calm and friendly manner.
  • Ability to work autonomously & remotely
  • Analytical with precise attention to detail
  • Ability to accurately transpose information
  • Comfortable with templated Suitability Letters
  • Up to date Knowledge of regulation and legislation
  • Considering Chartered FP

The role
In this role, you will be responsible for the creation of suitability letters and reports, you will be reporting to the Partner/Practice Manager/Operations Director within the company. Your duties will include but are not limited to the following;

Gather relevant information
  • To assimilate & segregate information gathered by the Adviser on the CFR
  • To liaise with the Adviser & Client as appropriate to fill any information gaps
  • To gather ceding scheme information from third parties
  • To work within & stay up to date with Template changes & Advice notes

Construct a Compliant & robust Suitability Letter
  • To work within a regulated environment
  • To work within the constraints of templates
  • To replay client wants, needs, problems & consequences of no action
  • To write the letter using correct grammar & spelling
  • To stay abreast of legislative changes
  • Liaise with Head Office admin centres as required
  • Familiar with all major research systems (eg, Analytics, Voyant, etc.)
  • To use checklists to ensure the quality of documentation is suitable.

The company
Our client is a well-established, successful wealth management business, established over 20 years ago and has numerous regional offices around the UK, and globally.
Our client specialises in delivering face to face wealth management advice to individuals and businesses, and deal with insurance, mortgages etc, helping clients resolve complex matters such as investments for growth, tax, inheritance and retirement planning.

The salary & package

£24,000 to £30,000 per annum

Courtney Recruitment & Consultancy recruit for all levels within the office environment from front of house through to senior management, across a wide range of sectors.

You can apply for our jobs with confidence, we are experienced recruiters, a regulated employment agency, registered with the Institute of Recruiters and the Data Protection Controller.

As we often receive a large number of applications for our vacancies, it is, at times, not always possible to reply to each and every applicant. If you have not been contacted within five working days of your application, please assume that you have not been successful on this occasion.
This job was originally posted as www.totaljobs.com/job/75985267