Paraplanner

Recruiter
Adjacency Recruitment Limited
Location
Stonehouse, UK
Salary
Competitive
Posted
13 Aug 2019
Closes
17 Sep 2019
Ref
1233984990
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
My client, a very successful Financial Planning business are looking to onboard a Paraplanner.

You'll work closely with the financial planners and receive appropriate training/development. Study support will also be provided if required.

Responsibilities:
  • Assess each client's financial circumstances and confirm client risk profile is determined
  • Check all compliance paperwork is present
  • Identify and obtain all the necessary information to compile cashflow forecast
  • Review client portfolios for any Platform & Web based holdings
  • Work closely with the financial planner to identify areas for planning/review to meet client needs
  • Analysis, monitoring and reporting in respect of all accounts
  • Prepare information/comparisons for analysis by planner
  • Maintain accurate information on client relationship management system

Skills:
  • Understanding of the financial planning advice process, gained within a senior IFA administration or junior paraplanning position
  • Good technical knowledge
  • Attention to detail and accuracy
  • Excellent interpersonal skills, both written and verbal, listening and numerical skills
  • Analytical and research skills - some experience of using industry Research tools
  • Ability to work independently and as part of a team
  • Articulate
  • Good IT skills
  • Effective time management skills

Qualifications:
  • Level 4 Diploma in Financial Planning or nearly completed.

Please call Fran Summers at Adjacency at your earliest convenience.

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