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Clark James Recruitment are working with a leading Financial Services business that genuinely puts Financial Advice and clients as their highest priority.
Due to expansion our client is looking to recruit a Paraplanner to join the business.
Role
- To provide technical and research support to Financial Planners in the delivery of their advice to clients.
- This support includes completing research and analysis, preparing suitability letters and writing client reports.
- Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings.
- Receiving instructions from meeting notes/tasks from Financial Planners following client meetings.
- Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
- Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
- Contacting third parties and providers to gather detailed information.
- Generating and accurately saving research undertaken in a structured and consistent format.
- Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
- Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports.
- Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
- Monitor Negative Cash positions for clients monthly and recommend appropriate solutions.
- Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
- Participate and contribute to the investment committee meetings.
- Analyse and provide specific client portfolio reporting.
- Carrying out all tasks in a manner consistent with compliance procedures.
- Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
- Ability to work efficiently under own initiative with impeccable attention to detail.
Candidate
- Confident and well spoken.
- Excellent telephone manner.
- Excellent IT skills.
- Excellent attention to detail.
- Educated to GCSE level.
Package
- £35,000+ depending on experience and qualifications.
- 4 day working week - Monday to Thursday (9.00am- 5.00pm), no Friday working.
- Very generous annual leave entitlement + bank holidays.
- Additional week off between Christmas and new year without the need of using any annual leave.
- Company Pension Scheme after 3 months.
- Private Medical Insurance after 12 months service.
- Free parking on site.
- Summer and Christmas discretionary bonus (depending on company profitability and staff performance).
- 6 monthly Personal Development Reviews.
- Quarterly one-to-ones.
- Team Away day every January.
- Summer social every August.
- Client Christmas Event.
- Staff Christmas Event.
