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Coast Specialist Recruitment
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Northwich, Cheshire
Paraplanner - Northwich
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Salary: £35,000 per annum |
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Overview
A large, national Asset Management organisation has an opportunity for a Paraplanner to join their Northwich office. The successful candidate will support Advisers and clients, throughout the entire advice giving process. This will largely include suitability reports, product research and technical analysis. Main Duties Discuss client objectives with the Adviser and identify any shortfalls in client information Request and review all necessary information and undertake financial analysis to produce financial reports. Undertake research to identify suitable solutions to meet the client’s needs. Consider current and future allocation of assets for investment strategy with regard to client risk profile. Check all compliance paperwork and internal sign off documents are present. Prepare draft recommendation reports Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order. Ensure appropriate data is accurately recorded on Company back-office system(s) On-going servicing of clients, for example withdrawals or fund switches. Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures Requirements Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualified. Understanding of the Financial Planning process, including any Paraplanning department’s processes and procedures, and ensure that these are followed in all instances. Ability to work within defined business processes and to achieve agreed outcomes without supervision. Ability to multi-task and to prioritise and plan own workload. Strong IT skills. Good report writing and communication skills. A "can do" approach. It’s desirable to have strong IT skills in Word and Excel as well as in a range of in-house and 3rd party software tools, such as IO/AO/X-Plan, Financial Express Analytics, O&M Pension Profiler This is an excellent opportunity to join a long established and highly successful organisation. As well as a competitive salary, there is a real understanding of the value of a work life balance and a comprehensive benefits package has been created to reflect this