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Reed
,
Loughborough, Leicestershire
Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
My client are a well established Financial Advice firm on the outskirts of Leicester. Due to natural growth, they now require a Paraplanner to join their busy team. This role is ideal for either a senior IFA Administrator seeking to take a step forwards, or a Paraplanner looking to further develop their career. Whilst the CII Level 4 Diploma qualification is preferable, financial study support towards this is also offered. Main Duties Prepare & maintain client files You will review client portfolios You will discuss client objectives with the Financial Planner You will identify and obtain the information necessary to compile financial cashflow forecast You will compile draft net worth statements and discuss with Planner Prepare recommendations Identify suitable solutions to meet the clients' needs You will prepare comparisons for analysis by Planner You will liaise with clients' legal and tax advisers when necessary You will consider investment strategy with regard to client risk profile You will prepare draft financial planning reports to be signed off by Planner Implement recommendations You will prepare suitability reports in accordance with agreed recommendations You will complete application forms You will make changes to clients' investments as instructed You will implement the chosen investment strategies Review You will act as the point of contact for clients You will deal with technical queries from clients You will build strong relationships with clients and attend client meetings when required You will organise client meetings You will review investment portfolios, asset allocation, and risk profiles You will implement changes following reviews