My client who are based in Farnborough are looking for an experienced Paraplanner to join their team. We are looking for candidates who have got a wealth of experience working with financial products and have excellent reporting skills. Ideally this candidate will have the Financial Planning Diploma or will be studying towards it. The successful candidate with have previous experience in researching, and writing reports across investments, pensions and protection. It is essential that the candidate has excellent computer skills and is able to work in a team environment.
Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines (OPAL) to make sure ALL aspects of the client financial needs are clearly documented, challenging the consultant where appropriate to enable them to research suitable whole of market advice based on the information provided.
As part of this the role holder will be expected to challenge gaps and justifications with consultants where appropriate.
Using research tools to ensure independent/holistic advice is provided to the client
Liaise with consultants and others for additional information to support the recommendations for the clients, with the ability to challenge/agree requirements to enable the paraplanning activities are performed in a timely and quality manner
To prepare draft suitability reports within an agreed timescale for the client based on the information received/researched, for final approval by the consultant, using technical knowledge and experience plus compliance approved templates/standard paragraphs (where they exist) and soft facts including justification for advice.
Excellent planning and organisation skills will be required with the ability to analyse and document client needs clearly in a timely manner to meet agreed service levels to ensure that we are operating a commercial service plus meeting personal targets.
Holistic knowledge of the market and products available is a must to demonstrate knowledge and ability to provide value to the consultants and clients. The consultant will sign off the report and its enclosures for issue to the client first time every time with the Paraplanner receiving regular compliments on performance, timescales and quality of advice.
This job was originally posted as www.jobsite.co.uk/job/959592677