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Paraplanner RDR Level 4

4 months ago

City of London, United Kingdom Barbara Houghton Associates Full time
Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.
As a Paraplanner RDR Level 4, analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. 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
* Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice
Qualifications and experience:
* 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
* Quantitative in nature
* Exceptional understanding of client suitability
* It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role
For more information on this role please contact Tony Ward quoting ref 16782TW