Paraplanner South Yorkshire
We have an opportunity for a Paraplannr to join an IFA firm based in Barnsley. This is a fantastic position for a qualified Paraplanner or Part-qualified Paraplanner to join a growing firm that can offer genuine career development by allowing you to be a key part in the firm's ongoing successes with full exam support.
You will part of a technical team and be actively involved in preparing suitability letters, reports and recommendations and provide technical support to complex client queries
What we are looking for.........
Qualified or working towards level 4 diploma is an advantage
Previous experience within the IFA practices and Paraplanning is essential
FCA understanding of regulations and products, and their practical application
Effective communication, both written and verbal
Have a professional, proactive and positive attitude
Prepare a compliant & robust Suitability Report
Produce research for the IFA on the required product using relevant research tools
Prepare product analysis from ceding information, or information provided by IFA
Input Attitude to Risk analysis on Dynamic Planner
Ensure client records are up to date on back office systems
Assimilate and segregate information gathered by the IFA from the Fact Find
Liaise with Advisers as appropriate to fill any information "gaps"
Obtain illustrations, application documents and all paperwork required for sign up.
Assist with business submissions