Echo Personnel are recruiting for the above position for a Financial Design (IFA) company
Salary: £34K pa
Qualifications: IFA Level 4 (Minimum); 3 years minimum experience
All aspects of Paraplanning in relation to client dealings
To provide a professional level of support as a Paraplanner, to the MD and Senior Advisers in servicing the demands of all aspects of client work
Take responsibility for personal Paraplanner administrative procedures, communicating same to colleagues as necessary, and make sure that arrangements are compliant with FSA Regulations.
Ensure that all relevant "money laundering/proceeds of crime" checks are made in relation to your area, making the MD aware of any concerns as soon as practicable.
Maintain a personal CPD record
Take responsibility for, and act as main contact for the 7IM platform and assume the main liaison with the 7IM Team on the platform and on the discretionary FM side.