Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

Paraplanner

Nelson Scott LLP
Job LocationEast Malling
EducationNot Mentioned
Salary35,000 - 43,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

SUMMARY OF ROLEThis is a key role within the business, providing support to our Wealth Planners on financial strategies, plans and products to clients.Reporting to the Vice President - Wealth Planning, this is a pivotal role for the team and will involve developing and maintaining internal relationships to help maintain the flow of business in line with company strategy.RESPONSIBILITIES

  1. Adherence to Management System & Controls
  • Maintain an up to date knowledge of company policies and procedures
  • Ensure timely execution of adviser instructions
  • Work with colleagues to ensure adherence to company procedures and standards
  • Refer all client complaints and concerns promptly to your Manager, the Adviser and the Compliance Officer
  • Ensure all client documents and relevant correspondence is saved to client files to ensure advice files are complete
  • Maintain records according to the company standard
2. Effective Communication & Support
  • Communicate with colleagues, clients and product providers as needed
  • Attend regular Paraplanning meetings to discuss ongoing work and ensure advice approach across the team is similar
  • Assist the wider team when needed and when there is capacity to do so
  1. Preparation of Advice
  • Produce financial planning reports for consideration and signoff by advisers taking into account standards for suitability and quality
  • Analyse client portfolios/products and other relevant information in order to prepare the above
  • Obtain illustrations and supporting documents as required to complete the advice file for presentation to the client
  • Prepare cash flow analysis as required
  • Provide accurate, technical research to ensure that the client file carries all required information to support the recommendations
  • Liaise with the Compliance department as necessary throughout the advice process
  • Be a point of technical reference for advisers
  • Build and maintain various company/ provider panels
4. Reporting
  • Maintain the workflow log including the addition of new work requests and updating of completed work
  • Ensure that work items are closed correctly on the CRM once the work has been carried out
  1. Personal Development.
Maintain and record ones own continuous professional development relevant to the role, including a close ongoing understanding of the investment markets relevant to clients; awareness of developments in the investment industry; and a good understandingof relevant regulatory developments.
  • 20 hours per annum of structured required per annum
The successful candidate will have experience of the following:
  • complex IHT and Estate Planning
  • VCT, EIS and BR Products
  • pension/retirement planning
  • carry forward and lifetime allowance calculations
  • structured products
  • trusts

Keyskills :
Financial PlanningFinancial ServicesParaplanningTechnical ResearchIndependent Financial Advice

APPLY NOW

Paraplanner Related Jobs

© 2019 Naukrijobs All Rights Reserved