Financial Planning Assistant

1 week ago

Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

Job Summary:

The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.

Key Responsibilities:

  • Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
  • Comply with the relevant compliance, FTC, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
  • Follow closely the Centralised Investment Proposition (CIP) and other advice guidelines.
  • Liaise with clients in a compliant manner as detailed within the firm's compliance manual.
  • Ensure the maintenance and recording of your own personal Continuing Professional Development (CPD)
  • Liaise with all Advisers on a regular basis to discuss specific case detail and seek clarification of client objectives client attitude to risk and client capacity for loss.
  • Identify and discuss areas for further client financial planning with the Adviser.
  • Annual research and associated due diligence to review and support the Centralised investment proposition, analysing and reviewing funds on the Panel.
  • Pension Transfer Analysis
  • An appreciation and understanding of the Financial Planning process.
  • Broad knowledge and enthusiasm for financial services world
  • A high level of technical knowledge about the financial products and services in the market
  • An ability to achieve agreed outcomes without supervision working within agreed timescales.
  • An eye for detail and thirst for accurate report-writing.
  • Excellent IT skills and report-writing skills.
  • The role is predominantly an office-based role although some local travelling is required to attend training courses and financial services provider presentations.

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