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Paraplanner - Tunbridge Wells

Employer
Blakemore Recruitment
Location
UK
Salary
Competitive
Closing date
5 Mar 2021

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Sector
Accountancy
Contract Type
Permanent
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Job Details

We are currently recruiting for a Financial Planning practice based in Tunbridge Wells who are looking for a Paraplanner to join their team.

The main purpose of this role is to assist advisers in all aspects of providing advice to clients.

KEY FUNCTIONS & RESPONSIBILITIES

1. Product Research
The technical and practical evaluation of products within the range specified in your personal job description;
sharing product information with advisers and paraplanners.
2. Financial Planning
To assist the development and implementation of a strategy that will enable a client to meet financial
objectives.
3. Presentation Of Advice
To prepare letters, reports and other documents as part of the advice process including reviews.
4. Meeting Preparation
To help advisers prepare for client meetings including the preparation of all relevant paperwork.
5. Client Reviews
To update client records, analyse progress and present information in accordance with our Annual Review
Procedures.
6. Compliance
To help ensure that all dealings with clients are in accordance with internal and regulatory guidelines.
7. Treating Customers Fairly
To help ensure that we always deal with clients fairly.
8. System Development
To assist in the development of systems and procedures in respect of all points above.
9. Special projects
To assist with special projects at the request of the Partners

REQUIREMENTS
  • Minimum of 3 years' experience as a technical paraplanner within the financial services industry.
  • Knowledge and experience of
  • ? personal financial planning
  • ? pre and post retirement planning
  • ? investment funds and asset allocation
  • ? tax treatment of different fund types and product wrappers
  • ? investment, pension and annuity products
  • ? financial planning legislation
  • ? tax legislation
  • ? FCA compliance requirements
  • Level 4 DipPFS preferable or working towards.
  • A good standard of English and Mathematics
  • Communication skills - both verbal and written
  • Experience of both bespoke and templated report writing
  • Ability to obtain, assess and act on information
  • Highly organised
  • Excellent attention to detail
  • Good working knowledge of Microsoft Office Word & Excel
  • Previous experience of Defaqto, Select a Pension, FE Analytics and CashCalc an advantage
  • Common sense approach to work
  • Ability to work without supervision
  • Take responsibility for own caseload
  • Practical and logical decision making
  • Willingness to contribute to the general administration and development of the firm
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