Paraplanner

n exciting opportunity for an experienced Paraplanner looking to join a leading IFA firm. With offices across the South West they pride themselves on providing an excellent service to their clients whilst organically growing their business.

Responsibilities:

Managing the whole process of reviewing clients needs
Assessing outstanding information required to proceed
Preparing client reports - these may be in relation to pensions, investments, Trustee Investment, IHT planning and other associated financial planning requirements
Reviewing products available to meet client needs and making appropriate recommendation
Preparing asset allocation and appropriate fund selection
Arranging the ordering and checking of Personalised Illustrations from product provider Research
Reviewing new contracts and alterations in product providers terms and making recommendations to the Directors
Undertaking review of new funds available to meet the requirements of the asset allocations and make recommendations to the Directors.
Undertaking assessment of regulatory changes on the company's procedures and implement necessary changes
Ensuring all paperwork is compliant with FSA guidelines

Skills required

You will ideally possess Advanced Diploma in Financial Planning/Chartered Status
Previous experience of using the Adviser Office (1st) client database/back office system
Sound knowledge of Pensions & Trusts
Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business.