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Paraplanner
Location:
Coatham Mundeville
Description:
Our client is a very well respected and established firm of IFAs based in Wilmslow, Cheshire, they are currently recruiting for an experienced Paraplanner to join their team. Their technical/ paraplanning team complete all research, cashflow analysis and reports in-house. With the exception of O&M and FE Analytics, they manually complete research and analysis, with this in mind they are looking for a Paraplanner who has an excellent working knowledge of Excel for cashflow purposes. It is very much a technical team, working with advisors who have high net worth clients and thus the requirement for full and complex financial planning. They also work on DB analysis, again, completing the FVC and APTA analysis in-house. A Paraplanner is regarded to be a highly technical and qualified individual who can offer skills in addition to those of the Advisor to provide the client with a positive professional experience. The Paraplanner role requires the individual to work closely with the Advisors to provide support to them and their clients. The Paraplanner will work as an integral part of the administration team and will report into the Paraplannning Manager as well as the Office Manager. Scope of work Pensions, Investments, Protection & Trusts/Estate Planning The role of the Paraplanner can be broken down into key parts: Assisting in the preparation and maintenance of client records Preparing recommendations Preparing Annual Reviews Assisting in the preparation and maintenance of central research systems, procedures and appropriate wording/appendices for suitability reports Preparing and maintaining the client records Understanding of risk profiles, investment risk Discuss client objectives with the Advisor Identify missing client information pertinent to formulating recommendations Attendance at client meetings, if required Maintain compliant client records electronically and on back office system. Be responsible for ensuring that all compliance procedures. Visit ListedBuy for more information.
Company:
Bond Recruitment
Posted:
February 1 on ListedBuy
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More About this Listing: Paraplanner
Paraplanner is a Accounting & Finance Paraplanner Job at Bond Recruitment located in United States. Find other listings like Paraplanner by searching Oodle for Accounting & Finance Paraplanner Jobs.
Paraplanner is a Accounting & Finance Paraplanner Job at Bond Recruitment located in United States. Find other listings like Paraplanner by searching Oodle for Accounting & Finance Paraplanner Jobs.