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Junior Paraplanner
1 month ago
We are currently recruiting for a Financial Planning practice based near St. Albans who are looking for a Junior Paraplanner to join their team.
The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards.
Providing vital support to the Consultants, expected to act as the technical interface between the consultants and the clients, have the ability to work independently and as part of a team. Be responsible for providing a professional and holistic financial service to the Consultants and assist them in delivery to the clients.
Technical research in DB schemes – speaking with ceding scheme administrators etc. Dealing with clients but not giving advice MIFID reporting, annual reviews Suitability Report writing assistance Preparing for meetings, meeting notes, follow up as required Relevant qualifications – ‘RO’ papers and ‘JO’ papers Cash flow planning admin, experience of this with any software preferred Compliance of client files and assist with file audits Other general client related tasksKey Attributes
Excellent report writing skills Good technical knowledge of advice and product options. Able to analyse statistics Able to conduct research for appropriate providers and investments. Good understanding of compliance issues. Time management skills. Interpersonal and IT skills.Qualifications Required:
Preferred to have Level 4 Diploma in Financial Planning.
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Qualified Paraplanner
1 month ago
St Albans, United Kingdom Blakemore Recruitment Full timeWe are currently seeking a Diploma qualified candidate to operate within this highly successful IFA Practice . The role will involve supporting the Financial Planners within the business to effectively and efficiently carry out all designated assignments. This role will be based in St Albans. Herts Main Responsibilities include: Ensuring all client...