Paraplanner - Stansted - Blakemore Recruitment

Blakemore Recruitment

Verified Company

Stansted, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

We are currently recruiting for a Financial Planning practice in Stansted who are looking to recruit a Chartered Paraplanner or someone who is close to becoming Chartered.

Role purpose

To work alongside Financial Planners (FP) taking full responsibility for preparation and maintenance of client files, preparation and implementation of recommendations and Financial Plans (including cash flow forecasts), and ongoing reviews of client affairs.

To keep up-to-date with technical issues and undertake necessary research.

Responsibilities

Assist the Financial Adviser/Planner in establishing new client relationships.
Assess clients' financial circumstances.
Prepare financial statements to support the development of clients' financial strategies. This may involve the use of Financial Planning software tools, such as O&M Profiler Analytics.
Carry out research and analyse products and services that are appropriate to each client's financial circumstances.
Propose and draft financial solutions that meet clients' goals, needs and objectives.
Implement actions such as changing existing investment holdings and policy information, as directed by the Financial Adviser/Planner.
Support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities.
Develop productive working relationships with colleagues and clients throughout the financial services environment.
Adhere to FCA rules and guidance.
Act ethically, impartially and always in the best interests of clients.
Meet the FCA (formerly FSA) Treating Customers Fairly requirements.