Paraplanner

London Source: WhatJobs

See advert for pay

Financial Services Recruitment Professional

We have an exciting opportunity for a Paraplanner to join our client's team based in their London office. You will be joining a well established wealth management firm, helping to analyse prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.

Responsibilities:

Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
Review and formulate plans for clients with highly specialised situations
Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable
Create and lead training for other groups within the firm as needed
Work on ad hoc projects to improve the efficiency of the firm
Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

Your Qualifications:

A University degree or equivalent combination of education/experience
Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
3+ years financial services experience required
Experience working with accuracy and ability to organise/time-manage
Quantitative in nature
Ability to work under pressure and in a dynamic team environment
Very strong understanding of Financial Planning principles
Exceptional understanding of client suitability

If you are interested in applying for this role then please submit a copy of your CV to .