Paraplanner

Recruiter
Office Angels
Location
Farnborough
Posted
13 Feb 2018
Closes
16 Feb 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Brief

We are looking for a non-client facing Paraplanner to join our centralised team at our Head Office in Farnborough.

The Paraplanner will be responsible for:

Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance-guidelines to make sure that ALL aspects of the client financial needs are clearly documented

Using research tools to ensure independent/holistic advice is provided to the client inline as requested by the Origen Private Client Consultant

Liaise with consultants and other parts of Origen plus third parties for additional information to support the recommendations put forward

To prepare 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

Previous Paraplanning experience, preferably including pension advice

Diploma qualified with an interest to work towards Chartered status (support will be provided under Origen's Professional Development Scheme)

Attention to detail and the ability to explain complex information clearly and simply is key

Office Angels is acting as an Employment Agency in relation to this vacancy. The Adecco Group UK & Ireland is an Equal Opportunities Employer

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