Paraplanner - Chartered Ifa - Reading, United Kingdom - Financial Careers Ltd

Financial Careers Ltd
Financial Careers Ltd
Verified Company
Reading, United Kingdom

3 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Our client is a leading Reading based Chartered Financial Planning firm and they are now seeking an experienced and ambitious Paraplanner to work alongside their Financial Planners taking responsibility for the preparation and maintenance of client files,the preparation and implementation of recommendations of Financial Plans (including cash flow forecasts) and the ongoing reviews of client affairs.


You will need to have the following:

  • Level 4 Diploma in Financial planning
  • Relevant experience working within a financial planning environment.
  • Excellent technical knowledge of Financial Services Products.
  • Experience of working as a Paraplanner/Administrator.
  • A strong knowledge of pensions.

Desirable:


  • Knowledge of Xplan Client data management system
  • Knowledge of the Voyant Cash Flow Modelling tool
  • Advanced knowledge of Microsoft Excel
  • Chartered (or working towards) preferably having already achieved AF3

Responsibilities and Accountabilities:

Preparation and maintenance of client files

  • Ensure completeness of client file/data gathering
  • Confirm risk profile is determined and updated
  • Check all compliance paperwork is present and up to date.
Preparation of recommendations

  • Identify and obtain information necessary to compile clients' recommendations/cash flow
  • Compile draft net worth statements, income and expenditure statements and financial cash flow forecast's
  • Identify areas for planning.
  • Carry out technical calculations.
  • Undertake research both independently and with Financial Planner to identify suitable solutions to meet the client's needs.
Hours 9.00am to 5.30pm Monday to Friday in the Reading office. 25 Days holiday + company pension and annual company/individual bonus. Starting salary DOE c £35-50,000. If you are an experienced Paraplanner and looking for a new opportunity please send yourCV today.
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