Paraplanners Junior and Senior Wakefield

Location
Horbury, Wakefield
Salary
£20,000 per annum
Posted
03 Apr 2019
Closes
29 Apr 2019
Ref
1108069676
Job role
Accountant
Juliette Lister and Lisa Tremlett are currently assisting an IFA who are presently recruiting for a Paraplanner and Senior Paraplanner. Consideration given to Part Time for these roles. To apply for these roles you must possess previous Paraplanning experience and be RO1-RO3 quaified for the Junior role and level 4 Diploma Qualified for the Senior role.
  • Working along side a nominated financial planner, by carrying out the following non-client facing tasks;
  • Preparing and maintaining a client file by:
  • Checking all compliance paperwork is present (Fact Find, Information About our Services Risk Profiler etc)
  • Confirm client risk profile is determined correctly
  • Discuss and document client circumstances and objectives
  • Identify and obtain the information necessary to compile financial cash flow analysis
  • Ensure all research used to formulate advice is filed on Iress
  • Preparing recommendations including complex recommendations (Level A to H):
  • Conduct a general assessment of a clients circumstances and identify areas for financial planning
  • Review investment portfolio, asset allocation, risk profile etc
  • Undertake research both independently and with the financial planner to identity suitable solutions to meet clients need
  • Communicating with providers and obtaining any and all plan information relevant to advice
  • Prepare information/comparisons for analysis by financial planner
  • Consider tax and legal implications of any advice given
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports to be discussed/signed off by financial planner
  • Implementing recommendations:
  • Preparing illustrations

This is a Profile Search and Selection vacancy who are operating as an Employment Agency. In order to apply for this position candidates MUST have FINANCIAL SERVICES EXPERIENCE.

Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted.

This role would be suited to any of the following;
  • Financial Services Paraplanner
  • Financial Services IFA
  • Independent Financial Adviser

If you are also aware of any friends or colleagues currently working within the industry who are looking for a change within their career, please pass on our contact details and we will endeavour to assist with their search.

Profile Search and Selection are a specialist Pensions and Financial Services recruitment agency with opportunities nationwide - Please feel free to contact us direct should you wish to discuss any further vacancies

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