Paraplanner

Recruiter
Anonymous
Location
Hove
Salary
25000.00 - 35000.00 GBP Annual + GBP25000 - GBP35000/annum
Posted
12 May 2017
Closes
26 May 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
My client is looking to recruit an experienced Paraplanner to join their growing business based in the heart of Hove.
This role has come about due to expansion and you will be working closely with the Financial Adviser and the rest of the team. A passion for finance and a knowledge of the Intelligent Office would be a distinct advantage.

Role purpose

Your key role as a Paraplanner is to process the personal information provided by clients during a meeting with their Adviser, before researching the best solutions that meet each client's financial needs. Your role to give financial advice, but to produce letters, reports and supporting evidence for consideration. You undertake technical analytical work.

Your responsibilities are:
* Making sure all paperwork is processed.
* Regular reviews set up.
* Keep the Adviser and the client up to date with communications as appropriate.
* Preparing and maintaining the client file.
* Preparing recommendations.
* Implementing recommendations.
* Identify areas for planning.
* Undertake research.
* Liaise with the clients' legal and tax advisers (if applicable).

Administration duties:

* Prepare suitability letters in accordance with the agreed recommendations.
* Pre-populate application/proposal forms.
* Ensure all compliance paperwork is in order.
* Make changes to clients' investments as instructed.
* Implement the chosen investment strategies within the agreed tax wrappers.
* Ensure compliance adherence with FCA regulatory and legislative requirements.
* Ensure IEP meet the expectations of the FCA with regards to treating customers fairly.
* Act in accordance with the terms and conditions of your employment contract.

These duties are not to be regarded as exhaustive and you may be required to perform such other and/or additional duties within your skill-set and competence as the company may require.

If you are interested in this role, please call Charlotte or Katie on (Apply online only) or apply direct.

Pier Recruitment does not discriminate on the grounds of 'protected characteristics' as defined under the Equality Act and other relevant UK legislation.

Pier Recruitment acts as a Recruitment Agency in relation to all Permanent roles and as a Recruitment Business in relation to all Temporary roles.

If your application is successful a consultant will be in contact with you within the next 2 working days. If you do not hear within 7 days please call the office as we always wish to provide 100% customer service