Paraplanner

Recruiter
Search Consultancy
Location
Berkshire
Posted
16 May 2018
Closes
15 Jun 2018
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Paraplanner, based in Berkshire, competitive basic 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.

Principal accountabilities :
Preparing and maintaining the client file

* Check all compliance paperwork is present.
* Confirm client's risk profile.
* Discuss and establish client objectives with the Planner.
* Identify and obtain the information necessary to compile a financial cash flow forecast.
* Compile draft net worth statement; income and expenditure statements and financial cash flow forecast and discuss with the Financial Planner.

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.

Qualifications

Ideally Level 4 diploma required

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.


This job was originally posted as www.totaljobs.com/job/81469040

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