Search Consultancy
10 Jan 2018
09 Feb 2018
Contract Type
Full Time
Paraplanner based in Hertfordshire, competitive salary with good benefits. To work alongside and together with the Financial Planners and the Client Support team to provide the client with a positive professional experience, offering highly technical and qualified knowledge and ongoing assistance. Preparing recommendations * Identify areas for planning. * Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client's needs. * Prepare information/comparisons for analysis and further discussion with the Planner. * Liaise with the client's legal and tax advisers if necessary. * Consider current and future allocation of assets for investment strategy with regard to client's risk profile and their objectives. * Prepare draft recommendation reports to be discussed/signed off by the Financial Planner. Implementing recommendations * Prepare suitability letters in accordance with the agreed recommendations and in cooperation with the Report Writing team where applicable. * Complete application/proposals forms where required. General Paraplanning duties * Provide technical support and qualified knowledge to Financial Planners, Client Support team, Report Writers and other members of staff where required. * Maintain an effective ongoing relationship with Professional Introducers where applicable. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age