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Paraplanner

Location: HOVE, EAST SUSSEX, UNITED KINGDOM Salary: 35,000.00-40,000.00 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: FULL TIME Applications: N/A
Posted: 8 months ago Reference: X3-239015

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.

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