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Paraplanner - Weybridge

Job Reference:
35102IXN
Recruiter Name:
Parkside Recruitment
Job Type:
Finance
Salary:
£40,000 per annum
Locations:
England, Surrey
Contract Type:
Permanent
Date Posted:
09/01/2019

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Job Summary:

We are currently looking for a experienced Paraplanner based within the Private Wealth Team in Weybridge. The role involves supporting four Partners in the practice and also supporting Partners in carrying out high quality research on a full range of financial planning products.

Responsbilites:

  • To have a thorough understanding of the advice process, Strategy and Suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA.
  • To understand each client's circumstances, objectives, attitude to risk, and capacity for loss, knowledge and experience and timescales to ensure advice is appropriate.
  • Conducting research and produce client facing Strategy Reports.
  • Provide regular updates to the Partners.

Essential:

  • Minimum level 4 qualified.
  • Experience of working as a Paraplanner within an IFA environment with a good knowledge of all retail investment products.
  • Track record supporting Partners with high quality research on range of financial planning products solutions in line with compliance framework.
  • Experience writing detailed strategy and recommendation reports.
  • A strong working knowledge of pre and post retirement planning (including pension transfers), investments and taxation
  • Understanding of industry initiatives including TCF, MIFID II and GDPR.

Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

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