Paraplanner

Recruiter
ST DAVID RECRUITMENT SERVICES
Location
Cardiff, UK
Salary
Competitive
Posted
20 May 2019
Closes
27 May 2019
Ref
1143633283
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner£Competitive SalaryCardiff and/or Bristol
Brief description of role and responsibilities:To provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports.
Specific duties and responsibilities:•Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings•Receiving instructions from meeting notes/tasks from Financial Planners following client meetings.•Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.•Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.•Contacting third parties and providers to gather detailed information.•Generating and accurately saving research undertaken in a structured and consistent format.•Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client's objectives.•Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports•Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades•Monitor Negative Cash positions for clients on a monthly basis and recommend appropriate solutions.•Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.•Participate and contribute to the investment committee meetings.•Analyse and provide specific client portfolio reporting.•Carrying out all tasks in a manner consistent with compliance procedures.•Keep up to date with legislation and product changes by attending and maintaining continuous professional development.•ability to work efficiently under own initiative with impeccable attention to detail;
QualificationsIdeally you would have GCSEs Grades (A-C/1-3) in Mathematics and English and hold the Certificate in Financial Planning or equivalent. The candidate must be prepared to study up to level 6 qualification with a Recognised Professional Body.
The candidate must also have good IT skills and excellent telephone manner.
Continuing Professional Development (CPD) should be undertaken to develop skills and knowledge.
Privacy Notice
St David Recruitment Services is an Employment Agency providing work-finding services to our clients, candidates and work-seekers. Our Company must process personal data so that we can provide these services and in doing so, the Company acts as a Data Controller. As a candidate, you may provide personal details to our Company directly in CV form or via our website. Alternatively, we may collect them from another source such as a third party jobs board. As a business, we must have a legal basis for processing personal data and in turn providing work-finding services. In the event that you are a candidate who has formally registered with St David Recruitment Services, please be advised that personal data is processed on the legal basis of 'Contractual Obligation;' the processing is necessary for the performance of a contract. In all other instances, where we receive personal data via direct or indirect means, either supplied by yourself or obtained via a public forum, we process data on the basis of 'Legitimate Interest;' processing is necessary for the purposes of our legitimate interest to provide work-finding services. St David Recruitment Services will only share personal data with clients who have authorised us to source prospective candidates for permanent or temporary employment. Specific company names will be disclosed in advance of any data being shared. As a business, we will retain personal data only for as long as is necessary, on a secure CRM system. The Conduct of Employment Agencies and Employment Businesses Regulations 2003, require us to keep work-seeker records for at least one year from the date of their creation or after the date on which we last provide work-finding services. Where applicable, we must also keep payroll records, holiday pay, sick pay and pensions auto-enrolment records for as long as is legally required by HMRC and associated national minimum wage, social security and tax legislation. As an individual, you have several rights in respect to the processing of your personal data, all of which can be reviewed on our website. This includes the right to withdraw consent at any time by contacting the Recruitment Consultant with whom you initiated contact, or any other employee at St David Recruitment Services. This e-mail may contain confidential personal data / sensitive personal data and is for the use of the intended addressee(s) only. Onward delivery, copying or similar disclosure of the contents of this e-mail should only be done so in accordance with GDPR legislation. If you receive this email by mistake, please advise the sender immediately and take appropriate measures to delete the content. E-mails sent and/or received via our organisation will retained and monitored for the purposes of ensuring compliance with GDPR.
This job was originally posted as www.totaljobs.com/job/85556046

Similar jobs

Similar jobs