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Experienced Paraplanner Grantham

Profile Search & Selection Ltd
Job LocationGrantham
EducationNot Mentioned
Salary£25,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Juliette Lister and Lisa Tremlett are currently assisting an IFA based in Grantham who are presently recruiting for a ParaplannerResponsibilities

  • Liaise with the Adviser and Administrator to collate all the relevant quantitative detailed information required and conduct appropriate research to compile a compliant Suitability Report with the agreed recommendations
  • Check all paperwork and information is available to ensure that the client file meets the FCA’s rules and requirements
  • Discuss the client’s needs and objectives with the relevant Adviser
  • Undertake research to identify suitable solutions to meet the client’s needs and objectives
  • Prepare information for analysis by the Adviser
  • If applicable, liaise with the client’s legal and tax advisers
  • Complete application/proposal forms
  • Ensure all compliance paperwork is in order
  • If relevant, act on any changes made by the client
  • Implement the chosen/agreed investment strategies including online trading
  • If required, attend client meetings with adviser
  • Review investment portfolio, asset allocation, risk profile etc.
    • Relevant skills and knowledge - Experienced Paraplanner
  • Excellent inter-personal skills, both written and verbal
  • Excellent report writing skills
  • Accurate with good attention to detail
  • Time management
  • IT usage including the Microsoft Office suite
  • Detailed knowledge of the FCA’s rules and requirements
  • Detailed knowledge of the FCA’s and the firm’s record keeping requirements
  • Broad knowledge of the financial services sector
  • High level of technical knowledge (level 4 financial planning qualification from the CII highly desirable)
  • Knowledge of the following software packages desirable: Exchange, Threesixty online, Defaqto, Distribution Technology and research tools (FE Analytics, CashCalc, Selectapension
    • This is a Profile Search and Selection vacancy who are operating as an Employment Agency.In order to apply for this position candidates MUST have FINANCIAL SERVICES PARAPLANNING EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.This role would be suited to any of the following;Financial Services Paraplanner
  • Financial Services IFA
  • Independent Financial Adviser.
    • If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search.Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies Required skills
  • Paraplanning
  • Report Writing
  • paraplanner

    • Keyskills :
    Paraplanning Rept Writing paraplanner

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