- Hold certificate in or working towards relevant financial planning qualification
- A good understanding of the financial planning processes
- Able to work within defined business processes
- Strong report writing ability and experience
- Ability to achieve agreed outcomes without supervision
- Confident customer facing manner
- Ability to carry out needs analysis and make recommendations to Adviser
- Good all round financial services experience - ideally gained with an IFA
- IT aptitude
- Flexibility and tenacity
- Understanding of general compliance and FCA requirements
- Preparing and maintaining client files. You will carry out research for the Practice Principle
- client meetings, including:
- Discuss client objectives with Practice Principle
- Provision of technical expertise
- 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
- 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
- Prepare suitability letters in accordance with the agreed recommendations
- Complete application forms and proposals
- Ensure all compliance paperwork is in order
- Submit file for compliance checking and address any issues raised
- Make changes to clients' investments as instructed
- Submit paperwork to provider(s) to ensure agreed investment strategy is implemented promptly and correctly
- Act as main technical point of contact and deal effectively with queries from clients and other parties through effective communication
- Establish and build strong relationships with clients Organise future planning meetings with client
- Review investment portfolio, asset allocation, risk profile etc
- Send planning figures to client for update and revision in preparation for next meeting
- Prepare post review summary letters for issue to clients
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Description
Role - Paraplanner/ Senior Administrator
Salary - £45,000
Location - London
This is a brilliant opportunity for a technical and professional individual to take on a new role within a well established Financial Planning firm.
The ideal candidate will have:
The role offers excellent scope and shall include:
Preparing recommendations, to:
Implementing recommendations:
Review:
Some excellent benefits on offer - This is an excellent opportunity to develop your career with a proactive employer.
Please apply or get in touch for more information.