Paraplanners Junior and Senior Wakefield

Horbury, Wakefield
£20,000 per annum
03 Apr 2019
29 Apr 2019
Job role
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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