Financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Paraplanner.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience.
As the Paraplanner you would be supporting a team of financial advisors with whole of market suitability report writing and research, working on Financial Express Analytics, O&M, Cashcalc, Iress Exchange and Enable.
In return you will receive a salary of upto £38,000 and a benefits package to free onsite parking, 3% employer and 5% employee contribution, Holiday entitlement of 20 days plus bank holidays plus 1 day for your birthday plus the days between Christmas and New Year when the office shuts- Holiday entitlement increases by 3 days after 3 years of service, a further 1 day after 5 years, another 1 day after 7 years until the maximum of 26 days plus banks is achieved after 10 years of service, Annual bonus scheme of up to 5% of salary, flexible working hours, and the ability to work from home upto 3 days per week.
Responsibilities:
§ Once in receipt of a completed 'factfind', collate all the relevant quantitative detailed information required to compile a financial services report
§ Check all paperwork / information is available to ensure that the client file meets the FCA's rules and requirements
§ Discuss the client's needs and objectives with the relevant adviser.
§ Undertake research to identify suitable solutions to meet the client's needs and objectives
§ Prepare information for analysis by the adviser
§ Prepare draft recommendation report, whether that be for new plans or ongoing suitability
§ Discuss draft recommendation report with the relevant adviser
§ Obtain 'sign-off' by the relevant adviser
§ Produce a suitability report which is sent to the client
Please apply online for further information.