Experienced Parplanner sought to professionally support Financial Advisers - assisting in the sales process and providing technical back up in order to secure new business including the developing effective relationships with colleagues and clients (medium to high net worth clients and companies). The role will involve providing excellent client service, conducting detailed research on clients' existing and potential arrangements, assessing these against the client's objectives and producing compliant suitability reports. Arranging for plans to be submitted to provider companies, assisting the Adviser with reviews and client request, acting as a client point of contact, and checking files for compliance and completing.
Candidates must have experience working as a "Whole Of Market" Paraplanner and of writing suibability reports. The role requires a confident personality and excellent knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements. Needs to be comfortable with technical admin, rebalancing, sales, purchases, CGT calculations and cash management etc and have experience of working with Wrap / Platform (particularly Transact if possible). Experience of Iress back office, Genovo & Finametrica a distinct advantage. Diploma qualified preferred, but at least working towards Diploma Level.