If you are a skilled PARAPLANNER & Cambridge office Based, I can share you for a great office opportunity and you will need to be skilled & Diploma qualified minimum. The role is to support the Chartered Financial Planners dealing with our clients proving holistic financial planning including areas such as Pensions, Investments, Protection & nonmainstream investments. There could be 2 remote days after around half a year having joined the company.
MAIN DUTIES:
Understanding / Analysis / Recommendation
- Collect & collate information and data about (and from) the client in accordance with the principles of ‘know your client' and the firm's policies
- Ensure all compliance documentation is present and correct
- Collaborate with Chartered Financial Planner in connection with developing a comprehensive financial plan and strategy to meet the client needs & objectives
- Undertake comparative research including completing calculations (i.e. income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow modelling).
- Prepare suitability report and recommendations
- Draft documentation as necessary - application forms
- Case management oversight of new business from issue of suitability re&port to conclusion (new business process completed & monies (where relevant correctly invested)
Personal Specification Essential Desirable Skill Ability to work using your own initiative. Problem-solving and decision-making abilities. Excellent verbal and written communication skills IN paraplanning. Attention to detail. Confident dealing with people at all levels. Planning and organisation skills. Knowledge of cashflow modelling Proficient in the company's systems I.E. Word, Excel, Outlook. Knowledge of: • Voyant Cashflow modelling, • CURO back-office system • AJB Custody solutions (Figaro) Experience Experience of working in a busy and dynamic office environment
Qualifications & Training required to take this role
CII Level 4 or equivalent Develop professional qualifications in line with requirements of the role specifically and the firm's needs more generally Willingness to achieve and maintain a level of competence as required by the business.
Complete all training prescribed by the firm within the timescales given. Ensure relevant CPD is maintained and recorded accurately Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA)
Understanding / Analysis / Recommendation • Collect & collate information & data about (& from) the client in accordance with the principles of ‘know your client' & the firm's policies • Ensure that all compliance documentation is present & correct • Collaborate with Chartered Financial Planner in connection with developing a comprehensive financial plan & strategy to meet the client needs & objectives • Undertake comparative research including completing calculations (i.e. income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward, Chargeable Gains, Cashflow modelling). • Prepare suitability report & recommendations • Draft documentation as necessary
Great opportunity for a skilled Paraplanner office based Cambridge - please apply skilled!