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Artemis Recruitment Consultants Ltd
,
London, Greater London
Paraplanner
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Job Type: Full-time |
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Overview
A highly successful Independent Financial Adviser (IFA) practice. Their clients include private investors, high-net-worth individuals, entrepreneurs and owner-managed businesses who are predominantly referred to them through our extensive range of professional introducer's. Authorised and regulated by the Financial Conduct Authority (FCA), They have carefully nurtured an unrivalled reputation for imaginative solutions, first-class customer service and a commitment to the highest standards of honesty, transparency and integrity in a complex and crowded industry sector. Our client will reward and value commitment and hard work. Their employees benefit from a dynamic, fast changing working environment that encourages every individual to thrive and shine in their role. Vintage actively encourage personal development and training throughout your career path within the Company, all with a view to provide our valued clients with the best possible service. Job Description : The role of the Paraplanner is to support one or more Financial Adviser/s with the advice process in a compliant and efficient manner. This involves: Managing tasks and the advice process on XPlan Conducting regular meetings with the adviser to: Manage new business leads Keep abreast of their new business pipeline, their targets and how on track they are with these targets Receive and manage client meeting notes Undertaking research into the various different financial wrappers that can be held by a client; understanding which products are suitable for which clients and the advantages and disadvantages of each product. Writing client suitability reports using the company’s preferred report writing software in the following areas: Protection New pensions Pension switches Self-Invested Personal Pensions Retirement Options Investments, including ISAs, Investment Bonds, OEICs, Structured Products Keeping abreast of current pensions and tax legislation; applying this to client scenarios to meet objectives and ensure best advice is given. Understanding and suitably applying the company’s investment process and various investment offerings to suit a client’s risk profile, personal circumstances and financial objectives. Understanding and using company software to support the advice process, including: Genovo SelectaPension Dynamic Planner Xplan Iress Voyant Developing a working knowledge of insurance provider websites/online client platforms to assist with: Printing the correct documentation to support business sign-ups Performing online fund switches Managing client data Working with the adviser to prepare for client meetings and assisting with regular client reviews (the review process) Supporting the adviser in building cashflow models to assist clients in overseeing their financial position and forecasting future financial scenarios. Managing fund switches on clients’ pensions and investments. Communicating with clients, ensuring they are invested in line with their risk profile and placing fund switches. Dealing with withdrawals from pensions and investments. Communicating with clients, assessing any tax implications and placing withdrawals. Preparing new business cases for compliance sign off. Working with the compliance and operational support departments to ensure the successful submission and completion of new business applications. Building relationships with clients both over the telephone and via email. Attending client meetings with the adviser, if required.