Paraplanner - Tunbridge Wells

4 months ago

Royal Tunbridge Wells, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a Chartered Financial Planning practice in Tunbridge Wells who are looking to recruit a Paraplanner to join their team.

ROLE
To assist advisers in all aspects of providing advice to clients.

KEY FUNCTIONS & RESPONSIBILITIES

1. Product Research The technical and practical evaluation of products within the range specified in your personal job description; sharing product information with advisers and paraplanners. 2. Financial Planning To assist the development and implementation of a strategy that will enable a client to meet financial objectives. 3. Presentation Of Advice To prepare letters, reports and other documents as part of the advice process including reviews. 4. Meeting Preparation To help advisers prepare for client meetings including the preparation of all relevant paperwork. 5. Client Reviews To update client records, analyse progress and present information in accordance with our Annual Review Procedures. 6. Compliance To help ensure that all dealings with clients are in accordance with internal and regulatory guidelines. 7. Treating Customers Fairly To help ensure that we always deal with clients fairly. 8. System Development To assist in the development of systems and procedures in respect of all points above. 9. Special projects To assist with special projects at the request of the Partners

REQUIREMENTS

Minimum of 2-3 years of experience as a technical paraplanner within the financial services industry.

Knowledge and experience of:

➢ personal financial planning
➢ pre and post retirement planning
➢ investment funds and asset allocation
➢ tax treatment of different fund types and product wrappers
➢ investment, pension and annuity products
➢ financial planning legislation
➢ tax legislation
➢ FCA compliance requirements

Level 4 DipPFS preferable or working towards A good standard of English and Mathematics Communication skills – both verbal and written Experience of both bespoke and templated report writing Ability to obtain, assess and act on information Highly organised Excellent attention to detail Good working knowledge of Microsoft Office Word & Excel Previous experience of Defaqto, Select a Pension, FE Analytics and CashCalc an advantage Common sense approach to work Ability to work without supervision Take responsibility for own caseload Practical and logical decision making Willingness to contribute to the general administration and development of the firm

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