Job Details
Paraplanner
Sector:Financial Services
Region : West Midlands
Location: Edgbaston
Salary: up to £45,000
Job Ref.: CL2303PPM
Job Information
Our clients are a very successful firm of Financial Advisors in a niche Market who require a Qualified or part qualified Paraplanner.Duties include:
- Report writing to include tailored investment reports, pension taxation calculations and implications.
- Check all paperwork / information is available to ensure that the client file meets the FCA’s rules and requirements, submit files for remote file reviews.
- 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.
- Where applicable, liaise with product providers and the client’s legal and tax advisers.
- Prepare suitability reports in accordance with the agreed recommendations.
- Complete application / proposal forms and ensure all compliance paperwork is in order.
- Implement the chosen / agreed investment strategies.
- Act as main point of contact and deal effectively with queries from clients, team and other parties.
Salary up t £45,000 for a qualified Paraplanner, Senior IFA Administrator negotiable both roles are Hybrid if required.
For a full job description please apply online and Cameron James will contact you.