Paraplanner - Spider Recruitment Services, the niche recruitment division of Spider are currently working with a well respected Independent financial adviser on the outskirts of Ipswich who are currently looking for a Paraplanner.
As a Paraplanner you will be first point of contact and will provide support, information, recommendations and financial analysis to the Financial Planners in order to provide our clients with excellent service and outcomes.
Key responsibilities include:
Identify and discuss areas for planning with the adviser and prepare relevant documentation and comparisons for review.
Undertake research to identify suitable solutions to meet a clients specific objectives.
Responsible for the completeness and accuracy of the information on which client recommendations are made.
Complete applications or proposal forms (in conjunction with the Administrative team).
When instructed, ensure changes to a clients investment portfolio are made, and made accurately and promptly.
Ensure any updates and reports are issued to clients in a timely manner.
Review client investment portfolios, asset allocations, risk profile etc. at the appropriate time.
Either directly or by way of the Administration Team, obtaining information from third parties to assist with the production of financial plans including factsheets, illustrations and product literature.
Comply with the Financial Services Act 2012, the FCA Statements of Principles Code of Practice and the relevant Financial Conduct Authority rules at all times.
Comply with the relevant compliance, TCF, TC and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
Understand additional compliance requirements for particular external individuals and ensure that relevant processes are adhered to.
Skills and Attributes:
Ideal candidate will be Diploma Qualified or working towards.
Polite, pro-active, excellent manner, relational, attention to detail, team player.
Excellent organisational and planning skills with ability to prioritise workload and work to deadlines.
Experienced financial services technician.
Competent user of in-house rebalance software.
A competitive salary is on offer of 28,000 - 35,000 depending on experience. If you have the relevant skills and experience, please apply by forwarding an up to date CV as soon as possible. We look forward to hearing from you.
This vacancy is being advertised and handled by Spider. The regions Fixed Fee Web Recruiter and Online Job Advertiser. We provide an online recruitment advertising and employee selection service in Suffolk, Norfolk, Essex, Cambridgeshire and beyond.
Additional keywords: paraplanner, investment, portfolio, IFA, Financial Services
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