Paraplanner

Recruiter
Vargo Recruitment Ltd
Location
Cardiff, UK
Salary
Competitive
Posted
13 Sep 2019
Closes
02 Oct 2019
Ref
1262128159
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Vargo has an exciting opportunity for a Paraplanner to join our financial services practice client based on the outskirts of Cardiff.

You will be part of a technical team and be actively involved in the back-office process as a key member, the ideal candidate will want to have autonomy within the role and work closely with a team of experienced Financial Advisors.

This is a fantastic opportunity to join a firm that can offer genuine career development along with study support by allowing you to be a key part in the firms ongoing successes.

JOB ROLE

·Preparing the appropriate files for Financial Planner/client meeting(s), to include full documentation and necessary paperwork to fulfil the client's needs/requirements and our regulatory compliance obligations.

·Researching products available in the market, selecting those that are most appropriate for the respective client's financial needs, priorities and overall financial position.

·Use of financial planning software tools for assessment of risk, product suitability and market availability.

·Collating client details to structure suitability reports for review by Financial Advisers.

·Case consult to assess risks and opportunities for both new and existing clients.

·Respond efficiently and effectively to requests from Advisers and Management.

·Ensuring compliance procedures are adhered to at all times, escalating any breaches or concerns in a timely manner.

·Maintain accurate record keeping.

REQUIREMENTS

·Previous experience of working in a Paraplanner role of an IFA practice

·Strong level of technical knowledge in Pensions, Investments, Inheritance Tax including Estate Planning and Trusts and Financial Protection.

·Experience in the application of the rules of the FCA.

·High attention to detail

·Strong analytical skills and industry awareness.

·Ability and willingness to make thorough and well-informed decisions in relation to advised cases that present a high risk to the business.

·Good organisational, time management skills and effective caseload management.

BENEFITS

·Competitive salary

·Bonus potential

·Exam/study support

·Quarterly Team & Social Events

·24 days Annual Leave

·Christmas shut-down

·Free parking

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