Senior Paraplanner RDR Level 4

3 months ago

City of London, United Kingdom Barbara Houghton Associates Full time
Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London.
As a Senior Paraplanner RDR Level 4, analyses trading client portfolios and accounts to provide FCA regulated advice on areas such as pension transfers, bond surrenders, investment taxation and account structure suitability. In this role you will be client-facing and expected to conduct fact finding discussions, write suitability reports, and deliver the advice to clients.
Responsibilities:
* Conduct fact finding calls with clients to evaluate 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 clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable
* Communicate advice to clients directly
* Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding
* Work with other departments to provide best client outcomes through developing new resources and providing training
* 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
* Very strong understanding of Financial Planning principles and client suitability
* Quantitative in nature
* 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 16781TW

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