- 1. Product Research
- The technical and practical evaluation of products within the range specified in your personal job description; sharing product information with advisers and paraplanners.
- 2. Financial Planning
- To assist the development and implementation of a strategy that will enable a client to meet financial objectives.
- 3. Presentation Of Advice
- To prepare letters, reports and other documents as part of the advice process including reviews.
- 4. Meeting Preparation
- To help advisers prepare for client meetings including the preparation of all relevant paperwork.
- 5. Client Reviews
- To update client records, analyse progress and present information in accordance with our Annual Review Procedures.
- 6. Compliance
- To help ensure that all dealings with clients are in accordance with internal and regulatory guidelines.
- 7. Treating Customers Fairly
- To help ensure that we always deal with clients fairly.
- 8. System Development
- To assist in the development of systems and procedures in respect of all points above.
- 9. Special projects
- To assist with special projects at the request of the Partners
- Minimum of 2-3 years of experience as a technical paraplanner within the financial
- services industry.
- Level 4 DipPFS preferable or working towards
- A good standard of English and Mathematics
- Communication skills – both verbal and written
- Experience of both bespoke and templated report writing
- Ability to obtain, assess and act on information
- Highly organised
- Excellent attention to detail
- Good working knowledge of Microsoft Office Word & Excel
- Previous experience of Defaqto, Select a Pension, FE Analytics and CashCalc an advantage
- Common sense approach to work
- Ability to work without supervision
- Take responsibility for own caseload
- Practical and logical decision making
- Willingness to contribute to the general administration and development of the firm
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Paraplanner - Tunbridge Wells - Royal Tunbridge Wells, United Kingdom - Blakemore Recruitment
Description
We are currently recruiting for a Chartered Financial Planning practice in Tunbridge Wells who are looking to recruit a Paraplanner to join their team.
ROLE
To assist advisers in all aspects of providing advice to clients.
KEY FUNCTIONS & RESPONSIBILITIES
REQUIREMENTS
Knowledge and experience of:
➢ personal financial planning
➢ pre and post retirement planning
➢ investment funds and asset allocation
➢ tax treatment of different fund types and product wrappers
➢ investment, pension and annuity products
➢ financial planning legislation
➢ tax legislation
➢ FCA compliance requirements
Paraplanner - Tunbridge Wells professionals in Royal Tunbridge Wells
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Aleksandra Sedziwa
Client relations/ Hospitality/ Events
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Eleanor Dowler
Final Year University Student
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Antonio Monda
Chef - Kitchen Manager
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William Vo
Part-Time Worker
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Donald Tigere
IT specialist
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Teague Bidwell
University student with a passion for programming