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    Paraplanner - Fareham, United Kingdom - Appointed ltd

    Appointed ltd
    Appointed ltd Fareham, United Kingdom

    1 month ago

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    Full time
    Description

    Are you looking to work with a team of highly successful Financial Planners? Is your Niche providing technical administrative support in the servicing of existing and new client business? Do you write high quality suitability reports?

    Based in Whiteley my client is a financial planning firm who are seeking a Level 4 Diploma Qualified individual with excellent communication and attention to detail to join their team as a Paraplanner with ongoing support to become a Financial Planner.

    The ideal candidate will be a experienced paraplanner, possessing excellent report writing skills and be a team player. In return you will receive a salary of upto£35k + monthly commission 2 days working at home, 3 days in the office + excellent progression structures in place.

    Duties...

    • Check all compliance paperwork is present
    • Ensure letters of authority if relevant are sent to relevant provider
    • Analyse information returned from providers for replacement business and complete critical yield calculations and tax calculations if necessary
    • Confirm client risk profile is determined
    • Discuss client objectives with planner
    • Identify and obtain the information necessary to compile financial cashflow forecast
    • Identify areas for planning such as protection, investments, retirement planning and inheritance tax planning
    • Prepare information/comparisons for analysis
    • Prepare draft recommendations to be discussed/signed off by financial planner
    • Prepare suitability letters in accordance with the agreed recommendations

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