Paraplanner

Recruiter
IDEX Consulting Ltd
Location
Nottingham
Salary
£30000 - £35000/annum
Posted
20 May 2017
Closes
19 Jun 2017
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner - Nottingham, Nottinghamshire - up to £35,000

Key Responsibilities and Accountabilities Main duties and responsibilities:

1. Prepare and maintain the client file
· Check all compliance paperwork is present
· Review client portfolio in view of returns required and risk analysis
· Discuss client objectives with Planner
· Identify and obtain the information necessary to compile financial cashflow forecast
· Compile draft net worth statement; financial cashflow forecast and discuss with Planner

2. Prepare recommendations
· Identify areas for planning
· Undertake research both independently and with the Planner to identify suitable solutions to meet the clients' needs
· Prepare information/comparisons for analysis by Planner
· Liaise with clients' legal and tax advisers (if applicable)
· Consider current and future asset allocation of assets for investment strategy with regard to the client risk profile
· Prepare draft financial planning/recommendation reports to be signed off by Planner Paraplanner_June 2015

3. Implementing recommendations
· Prepare suitability reports in accordance with agreed recommendations
· Complete applications/proposal forms
· Provide advice within the Paraplanner role to clients via direct authorisation with the FCA
· Ensure all compliance paperwork is in order
· Make changes to clients' investments as instructed
· Implement the chosen investment strategies

4. Review
· Act as main point of contact on a daily basis in terms of client contact
· Deal effectively with technical queries from clients and other parties through effective communication
· Establish and build strong relationships with clients and attend client meetings with planner, if required
· Organise future planning meetings with client
· Review investment portfolio, asset allocation, risk profile
· Implement changes as a result of planning review

5. Development
· Consider ways in which to improve the overall level of standards and the delivery of this to clients and colleagues
· Work with a commercial mindsight to maximise the profitably of the team whilst maintaining high quality service throughout
· Assist with the overall development of the firm to enable business growth in line with the company vision

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful