Paraplanner

Recruiter
Anonymous
Location
Evesham
Salary
35000.00 - 40000.00 GBP Annual + GBP35000 - GBP40000/annum
Posted
26 Jun 2017
Closes
24 Jul 2017
Category
Accounting
Function
Consultant
Contract Type
Permanent
Hours
Full Time
Paraplanner - Evesham

Overall purpose of the role:

* Generally the Financial Planner should collect the qualitative information (client attitudes, life goals etc.) leaving the Paraplanner to collect all the quantitative detailed information required to compile a financial plan.

The Paraplanner may attend client meetings:

* Confirm client risk profile is determined
* Check all compliance paperwork is present
* Discuss client objectives with planner
* Identify and obtain the information necessary to compile financial cashflow forecast
* Compile draft net worth statement; income and expenditure statements and financial cashflow forecast and discuss with planner
* Identify areas for planning
* Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients' needs using O&M Pensions Profiler, Aequos, Exchange, etc.
* Prepare information/comparisons for analysis by planner
* Liaise with clients legal and tax advisers (if applicable)
* Consider current and future allocation of assets for investment strategy with regard to client risk profile
* Prepare draft recommendation reports to be discussed/signed off by planner
* Prepare suitability letters in accordance with the agreed recommendations
* Complete application / proposals forms and submit applications as required
* Ensure all compliance paperwork is in order
* Make changes to clients' investments as instructed
* Implement the chosen investment strategies
* Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
* Establish and build strong relationships with clients and attend client meetings with planner if required
* Organise future planning meetings with client
* Review investment portfolio, asset allocation, risk profile etc.
* Send planning figures to client for update and revision in preparation for next meetings
* Ability to support one or more Financial Planners as deemed appropriate

Key skills/Experience required:

* Understanding of the Financial Planning process
* Able to work within defined business processes
* Ability to achieve agreed outcomes without supervision
* Prioritise and plan own workload
* Detailed and accurate
* Articulate
* Excellent inter-personal skills, both written and verbal
* Ability to multi-task and prioritise effectively
* Good IT skills
* Good report writing skills
* Ability to work independently and in a team

Qualifications:

* Appropriate Examination for Advising on Packaged Products (Certificate in Financial Planning / Certificate for Financial Advisers) or equivalent

Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful