Our Clients are a highly regarded firm of Wealth Planner based in St Albans who require a further Paraplanner to assist with their growing team.
Para Planner
Purpose of the role
To provide administrative and financial planning support for the IFA's
Skills and Knowledge
Strong administration and communication skills.
Excellent report writing skills.
Detailed knowledge of FCA and Firms procedures and record keeping requirements
Attained minimum one Diploma level qualification and working towards attaining full Diploma qualification.
High level of attention to detail.
Excellent time management skills.
Ability to manage your own workload.
Flexible and positive attitude.
Strong IT skills.
Be able to work on your own or as part of a team.
Responsibilities - all or some of these will be relevant depending on the specific role being undertaken and this will be confirmed and documented on the individuals file together with any additional responsibilities that have been agreed.
Assessing 'Know Your Client' information and client objectives with the IFA
Request all necessary information and undertake sufficient research for the IFA to be able to make a suitable recommendation
Request and prepare application forms and other necessary paperwork for client meeting
Liaise with adviser, product providers and other third parties to ensure the smooth processing of new business
Prepare draft Suitability Letters for sign off by the IFA
To accurately maintain client personal details and policy information on the firms back office system (Intelliflo)
Please apply for full benefits package