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Paraplanner - Wokingham - £35,000 - £55,000 DOE
Due to rapid growth, our client is looking for a talented Paraplanner to join their team in Wokingham. A competitive salary is offered depending on experience, as well as a performance related bonus.
Specific activities include:
- Check all compliance paperwork is present
- Confirm client risk profile is determined
- Discuss client objectives with Financial Advisers
- Identify and obtain the information necessary to compile financial cash flow forecast
- Identify areas for planning,
- Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs
- Prepare information/comparisons for analysis by planner
- Liaise with client’s 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
- 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 Financial Adviser 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 meeting
- Initiate review meetings with clients
Key skills/Experience required:
Essential
- 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 interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Good report writing skills
- Ability to work independently and in a team
Desirable
- Broad knowledge of financial services world
- High level of technical knowledge
- Chartered status
Qualifications:
Essential
Level 4 qualified, or working towards
Please apply now to be considered.
Consultant : Pippa Collyer
