Paraplanner

Recruiter
Coast Specialist Recruitment
Location
Hanworth
Posted
14 Apr 2018
Closes
21 May 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

I’m currently working with very well established IFA practice wh o are now looking for an experienced Paraplanner to join their existing team.

The Role

  • The production of due diligence on products, providers and funds in line with company policy and high quality advice and supporting suitability reports for sales consultants.
  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
  • Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management
  • Provide technical support and back up to Sales Consultants and the Sales Support function
  • Complete portfolio reviews and rebalancing requests
  • Deal with client and insurer queries to completion via the telephone or in writing.
  • Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly.
  • Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required
  • To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time.
  • Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management.
  • Manage own workflow position and provide updates on of the Head of Risk Management

Key Requirements

  • Qualified to or studying towards Diploma level with a desire to achieve Chartered status.
  • Excellent research, analysis and report writing skills.
  • Proficient with word, excel applications and spreadsheet production

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