Cameron James
02 Feb 2017
02 Mar 2017
Contract Type
Full Time

Our Client based in Surrey requires an additional Paraplanner to jointhe team


Skills and Experience Required

  • Previous experience as a Paraplanner
  • FPC - Level 4 qualification preferable
  • Knowledge of Iress/Adviser Office, Exchange and Financial Express Analytics
  • Excellent communication skills
  • Articulate and confident in dealing with HNW clients with the ability to work on own initiative and as part of a team
  • Technical knowledge of pensions, life and investments products and compliance
  • Able to work to tight deadlines, organise and prioritise workload

Job Role /Key Task

  • Write recommendations reports for pension transfers and contributions, offshore bonds, investments (ISA/Unit Trusts/bonds etc).
  • Prepare all documentation when sending a report i.e. quotes, fact sheets KFDs etc and pre completing forms for client to send back.
  • Dealing with new investments and switches etc - buying selling funds online/bed and ISA transactions.
  • Processing new business online. Dealing with providers to ensure that plans are set up properly.
  • Analysing existing business. Proactively review client files and highlight discussion points prior to any client interaction for their annual review meeting
  • Putting together portfolios for new business and keeping up to date on performance of the funds.
  • Attending product provider meetings introducing new products and funds.
  • Researching product costs and new products to find the best value/plans for certain client needs.
  • Keeping up to date on changes to legislation to ensure that advice is correct.
  • Calculating capital gains/tax for client portfolio or carry forward/Lifetime Allowance where required
  • Entering client portfolios into Financial Express to assess performance.
  • Inheritance tax planning work - gifting into trust.
  • Putting together and maintaining report templates to ensure they are up to date with legislation.
  • Creating/maintaining fact sheets - risk of collectives, why multi manager, risks of drawdown etc.
  • Point of contact for clients when advisers are out of the office.
  • Compliance - ensuring FCA and internal compliance procedures are followed