Paraplanner - Witney Oxfordshire

Reed ,
Witney, Oxfordshire
More Details
Job Type: Full-time
Salary: £42,000 per annum

Overview

My Client a large and incredibly successful IFA Practice and Investment Company, is looking to recruit a Diploma Qualified Senior Financial Paraplanner to join their thriving existing Team. This is a great opportunity for a skilled Paraplanner, looking to work for a really friendly Company where the success of the Team is based on the individuals employed themselves and the Company Directors. In short its a great role and opportunity. The duties will involve preparing suitability reports on behalf of very HNW Clients and to be considered you must be able to hit the ground running swiftly. • To act as a focal point for technical enquiries from Advisers and Paraplanning team • To revise and update report templates in response to legislative changes • Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans. • Construct appropriate solutions for clients and make recommendations in conjunction with the Advisers. • To write complex suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand), ideally able to work on complex DB transfers • Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers • Identify Gaps in clients financial plans to increase sales opportunities – especially in protection products • Present on technical issues at Adviser meetings • To ensure the confidentiality of all work undertaken • To be aware of and comply with all Health and Safety Requirements affecting your work and report any problems immediately • Yearly review of the Business Continuity Plan (BCP) Business Development: • Assist with updating of Procedures Manual and ensure that it remains up to date • To make recommendations as to how the firm’s systems and procedures might be improved • Contribute to corporate development and prosperity, assist other employees and be involved with their training as required • To assist in the creation, implementation and development of internal systems, in order to meet regulatory obligations, and to improve and maintain efficient working practices In return for your exposure our client offers an excellent salary and benefits package

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