With your financial goals at the full front of their mind my client has built an excellent name for themselves throughout the Sussex area. With a fantastic team built up of independent financial advisers, mortgage, pension, Investment and protection specialists providing service to business, HNW and private clients.
The team has a need for an experienced Paraplanner to join their Hove office to work closely alongside the Financial Advisers and Administration team providing a technical function producing letters and reports for Adviser to present solutions to meet the client’s financial needs.
The ideal candidate will have strong paraplanning experience, be technically focussed with a forward thinking attitude. Experience using Intelligent office would be a bonus, and holding Level 4 Diploma in financial planning is preferred.
Duties as follows…
Check all compliance paperwork is present.
Confirm client risk profile is determined.
Identify areas for planning.
Prepare information/comparisons for analysis by planner.
Liaise with clients’ legal and tax advisers.
Prepare suitability letters in accordance with the agreed recommendations.
Complete application / proposals forms.
Implement the chosen investment strategies.
Review investment portfolio, asset allocation, risk profile, etc.
Assess clients’ financial circumstances.