Job Details

Paraplanner

Sector:Financial Services

Region : South East England

Location: Croydon

Salary:

Job Ref.: SBPPD

Job Information

Cameron James are a specialist recruitment agency for the Financial Service industry and we are currently supporting a leading provider of financial planning needs.

They are actively recruiting for a Paraplanner that ideally has a minimum of 2 years’ experience preplanning experience in a similar environment.

Key purpose of the role is to complete a number of tasks involved in preparing and administrating a Financial Plan and/or Report for clients.

Responsibilities include;

• Keep up-to-date with new product, technical or legislative changes within the marketplace.
• Comply at all times with the firm’s Compliance; Training & Competence; Complaints and Data Security policies / procedures.
• Work as part of a team alongside the firm’s advisers and administrators to provide clients with a professional ongoing Financial Planning experience.

• Check all paperwork / 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.
• Prepare & discuss draft recommendation reports
• Obtain ‘sign-off’ by the relevant adviser.
• Prepare suitability reports in accordance with the agreed recommendations.
• Complete application / proposal forms.
• Ensure all compliance paperwork is in order.
• Establish and build strong relationships with clients.
• If required, attend client meetings with adviser.
• Organise future planning meetings with clients, in accordance with agree timescales.
• Review investment portfolio, asset allocation, risk profile etc.

Candidate attributes;

• Excellent inter-personal skills, both written and verbal.
• Excellent report writing skills.
• The ability to interpret and analyse information
• Accurate with good attention to detail.
• IT :use of Microsoft Office packages and a financial services back office system.
• 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.
• Suitable Level 4 qualification desirable.



Excellent career opportunity with an established independent organisation that will offer full support and personal development, with a basic salary up to £30,000 and a competitive benefits package. Please contact Sam bates at Cameron James Recruitment on 0207 769 6791 or sam.bates@cameron-james.co.uk to express your interest