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SalaryDo you want to join a friendly team?
Is your goal to become a Financial Advisor?
ACS are proud to be partnered with a well-established Financial Business in Market Harborough who are looking for a Qualified Paraplanner. Their expertise spans problem-solving, cost accounting, and contract law. With support staff specialized in pensions and investments and partnerships with legal and tax experts, they focus on optimizing wealth through tax control, improved investments, and effective risk management.
Responsibilities -
- Accurately prepare suitability reports and letters to target deadlines
- Ensure all client work is compliant and supported with relevant paperwork
- Undertake comparative research in preparation of client recommendations
- Complete technical research as part of the existing arrangement review process
- Understand clients overall financial position from IFA fact finds
- Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks
- Ensure all client queries are appropriately investigated and accurate responses given
- Conduct annual reviews in line with SLA’s
- Ensure compliance with industry regulations and internal policies in all financial plans and recommendations.
- Attained a Level 4 Paraplanning diploma
- Strong understanding of financial products and services
- Ability to assess suitability in line with client’s goals
- Strong analytical skills, specifically analysing financial records and providing detailed technical commentary
- Strong organisation skills with the ability to manage multiple caseloads at any one time
