IFA Paraplanner -Chelmsford to £35,000
A leading & long established Asset Management group has an excellent opportunity for a Technical Paraplanner to join their Chelmsford practice.
You will join a highly qualified and award winning team of professionals that offer advice to clients with different levels of wealth throughout the UK
Discuss client objectives with the Adviser during debrief and identify any shortfalls in client information
Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
Undertake research to identify suitable solutions to meet the client’s needs.
Check all compliance paperwork and internal sign off documents are present.
Prepare draft recommendation reports
Ensure appropriate data is accurately recorded and updated on Company back-office system(s)
Undertake annual reviews
On-going servicing of clients
Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures
Understanding of the Financial Planning/Corporate Advice process
Good report writing and communication skills.
Ability to work within defined business processes and to achieve agreed outcomes without supervision.
Strong IT skills.
If you would like to apply for this vacancy, please contact John Heffernan