Paraplanner

Recruiter
Financial Divisions
Location
Bracknell
Posted
27 Mar 2019
Closes
12 May 2019
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time

Paraplanner

Bracknell

£30-35k

Financial Divisions are delighted to be supporting a leading independent firm who are growing at a phenomenal rate. They have a team of approximately 60 staff across 2 offices and they are planning on opening another office very shortly.Responsibilities
  • Collating client information including soft and hard facts (fact finding)
  • Reviewing client information with Adviser to formulate recommendations
  • Make client recommendations and prepare client report for approval by Adviser
  • Research products, providers and funds
  • Responsibility for the Model Portfolio Programme
  • Supervise Administrators to prepare and submit application forms
  • Prepare Suitability Reports, Pension Analysis Reports and discussion reports to be reviewed with the Adviser
  • Responsibility for running the review programme to ensure all clients are offered their annual/bi-annual reviews
  • On-going development of procedures and report templates
  • Ensuring that the Advisers are always prepared for their meetings. Organising the team to make sure forms are prepped and meeting constant deadlines for generating the reports for all meetings (including review meetings)

Experience:

  • Experience working in a Paraplanner role within an IFA practice and five years’ experience in a financial services support/advice role
  • Experience of intensive fund research and the running of model portfolios
  • You will either hold or be working towards CII Diploma in Financial Planning,

For consideration please forward your CV to Madeleine Kerrane at Financial Divisions

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