Juliette Lister and Lisa Tremlett are currently assisting an IFA who are presently recruiting for a Paraplanner
To actively support the team of Financial Advisers (FA) by assisting in the sales process, providing technical back up and servicing their requirements in order to secure new business including the development of relationships with colleagues and external customers.
Provide excellent standards of client service, you will conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Suitability Reports.
Specific duties will include but are not limited to:
- Supporting the FA by conducting research on products and helping find solutions for medium to high net worth clients and companies
- Writing Suitability Reports for the FA to present to clients
- Assisting the FA with reviews and customer requests as well as acting as a point of contact for the FA’s clients to deal with day to day queries
- Checking files for compliance and completing any work needed in order to meet compliance standards.
Skills and Experience
- Previous experience working as a Paraplanner/Financial Adviser Assistant
- Confident personality
- Experience of writing Suitability Reports
- Diploma qualified
- Excellent knowledge of compliance, TCF, Data Protection Act and Anti-Money Laundering requirements
- Experience of working as part of a team
- Flexibility/ adaptability to cope with change
This is a Profile Search and Selection vacancy who are operating as an Employment Agency.In order to apply for this position candidates MUST have PARAPLANNING EXPERIENCE.Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.
This role would be suited to any of the following;
- Financial Planning Administrator
- Financial Services Paraplanner
- Financial Services IFA
- Independent Financial Adviser .
If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search.
Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide -Please feel free to contact us direct should you wish to discuss any further vacancies