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Paraplanner (hybrid working) - £50Kpa - Nottingham

Nelson Scott LLP
Job LocationNottingham
EducationNot Mentioned
Salary45,000 - 50,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

To support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.RESPONSIBILITIES

  • Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
  • Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
  • Undertake research to identify suitable solutions to meet the clients needs.
  • Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile.
  • Check all compliance paperwork and internal sign off documents are present.
  • Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
  • Request and obtain application forms and other associated paperwork.
  • Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
  • Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
  • On-going servicing of clients, for example withdrawals or fund switches.
  • Ensure adherence to Departments and Company procedures, including all Compliance guidelines, and Departments Key Performance Indicators (KPIs)/objectives
WE WOULD LOVE TO HEAR FROM YOU / PLEASE APPLY IF:
  • Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified.
  • Understanding of the Financial Planning process, including any Paraplanning departments processes and procedures, and ensure that these are followed in all instances.
  • Ability to work within defined business processes and to achieve agreed outcomes without supervision.
  • Ability to multi-task and to prioritise and plan own workload.
  • Strong IT skills.
  • Good report writing and communication skills.
  • A "can do" approach.
IT IS NOT ESSENTIAL BUT IT WOULD BE GREAT IF YOU:
  • Its desirable to have strong IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as IO/AO/X-Plan, Financial Express Analytics, O&M Pension Profiler.

Keyskills :
CharteredFinancial PlanningFinancial ServicesParaplanning

APPLY NOW

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