Paraplanner - Hitchin, United Kingdom - Hales Group Limited

Hales Group Limited

Verified Company

Hitchin, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Paraplanner:
My client near Hitchin is looking for a Paraplanner to join their successful business.

You will be providing the highest level of support to the Principal Partner, whilst maintaining professional, accurate and compliant records.

Support in advising clients on financial strategies, plans and products, complete illustrations and reports.

What you will do:

Fully analyse clients' requirements, develop cash flow models and accurately record client data;
Research and analyse financial products to meet Client requirements and objectives;
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, asset and IHT summaries, discussion documents and computer models;
Deal with general client queries and attend client meetings with the Partner as required;
Stay abreast of legislative changes and other regulatory issues taking necessary action as required;
Work within and stay up to date with template changes and advice notes;
Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
Undertake continuous professional development to meet regulatory requirements and personal development needs.
Ensure all relevant information required for writing the client report is available;
Maintain accurate and uptodate client information across all systems;
Establish and maintain effective relationships with business assurance, Head Office and Admin centres;
Ensure the endtoend business process is managed and tracked efficiently in line with Practice and regulatory standards;

In return: