Paraplanner

Recruiter
Echo Personnel
Location
Kettering
Salary
34000.0000
Posted
19 Mar 2017
Closes
18 Apr 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Echo Personnel are recruiting for the above position for a Financial Design (IFA) company

Location: Kettering

Salary: £34K pa

Qualifications: IFA Level 4 (Minimum); 3 years minimum experience

Key Responsibilities:-

All aspects of Paraplanning in relation to client dealings

Key tasks:-

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.