Job Description: As a Paraplanner you will be working in collaboration with Financial Advisors and other colleagues and will be expected to deal effectively with queries from clients and other parties through effective communication.
You will be asked to undertake various tasks depending on what is required by the IFAs:Complete full ceding scheme and advice analysis to assess suitability outcomes on behalf of and in support of Financial Advisers.
Assisting IFAs in recommending suitable products and funds to meet a client's needs and attitude to risk.
Produce clear, accurate and details reports for clients that meet all FCA standards.
Acting as First Line of Defence, raising issues that could affect the client/company.
Be responsible for managing and planning workflow.
Provide information for annual reviews and identify areas not covered.
Communicate with clients and third parties.
Personal data gathering and fact-checking.
DipFA Level 4
Previous Paraplanning Experience
Technical knowledge/experience of Investment Advice & Pensions
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.
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