| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| 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 |
| Job Location | London |
| Education | Not Mentioned |
| Salary | £40,000 - £45,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
Our client is growing and is therefore needing an additional Paraplanner to join their professional team.You will be supporting one or more Financial Adviser/s with the advice process in acompliant and efficient manner. This involves:Managing tasks and the advice process.Conducting regular meetings with the Adviser in order to:-o manage new business leads;o keep abreast of the Adviser’s(s) new business pipelineo receive and manage client meeting notes.Undertaking research into the various different financial wrappers that can be held by aclient; understanding which products are suitable for which clients and also the advantagesand disadvantages of each product.Writing client suitability reports using the company’s preferred report writing software in thefollowing areas:-o protection;o new pensions;o pension switches;o self-invested personal pensions;o retirement options;o investments, including ISAs, investment bonds, OEICs, structured products.Keeping abreast of current pension and tax legislation and being able to apply this to clientscenarios to meet objectives and ensure best advice is given.Understanding and suitably applying the company’s investment process and variousinvestment offerings to meet a client’s attitude to risk, personal circumstances and financialobjectives.Understanding and using the company’s software to support the advice process, including:-o Genovoo SelectaPensiono Dynamic Plannero X-Plano Iresso VoyantDevelop a working knowledge of insurance providers websites/online client platforms toassist with:-o printing the correct documentation to support business sign ups;o performing online fund switches;o managing client data.Working with the Adviser(s) to prepare for client meetings and assisting with regular clientreviews (the review process).Supporting the Adviser(s), as and when appropriate, in building cashflow models to assistthe client in overseeing their financial position and forecast future financial scenarios.Managing fund switches on client pensions and investments. Communicating with clientsand ensuring they are invested in line with their risk profile and placing fund switches.Communicating with clients, assessing any tax implications and placing withdrawals.Dealing with withdrawals from pensions and investments in general.Preparing new business cases for Compliance sign-off.Working with the Compliance and Operational Support departments to ensure the successfulsubmission and completion of new business applications.Building relationships with clients both over the telephone and via email.Attending client meetings with the Adviser, if required.Our client offers a competitive salary and career progression in addition to flexible working.Please email your CV to express interest in this position. Required skills
Keyskills :
Financial Advice Financial Services Suitability Analysis Operational Suppt ifa