Paraplanner - Poole, United Kingdom - Appointed ltd

Appointed ltd

Verified Company

Poole, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Financial planning firm located in Poole advising the South for over 30 years are recruiting for a Paraplanner to join their busy team. As the paraplanner you will be supporting the director with suitability report writing, and research for pensions,investments, IHT, retirement planning, mortgages and protection.

This is predominantly a office based role with flexibility, a salary of circ £35,000- £40,000 offered dependant on experience, alongside other benefits such as further study support,5% pension, 20 days holiday increasing to 25.

You will be working in a longstanding,extremely friendly, yet hardworking team.

My client is seeking a individual who ideally is Level 4 Diploma qualified, with a sound employment history in Paraplanning. Ideally you will be taking on the more technical reports, so strong report writing skills and a excellent understanding of thefinancial planning process are a must._

Duties to include:

Discuss client objectives with Practice Principle
Ensuring all compliance, risk profile and product provider paperwork is present
Identify and obtain the information necessary to compile financial planning options
Present completed file to Practice Principle Preparing recommendations, to:
Identify areas for planning
Undertake research to identify suitable solutions to meet the clients needs
Prepare information/comparisons for analysis
Liaise with client's legal and tax advisers (if applicable)
Consider current and future allocation of assets for investment strategy with regard to client risk profile Implementing recommendations
Prepare suitability letters in accordance with the agreed recommendations