DB Paraplanner

Royal Leamington Spa, England, gb
Company: Heat Recruitment
Category: Business and Financial Operations Occupations
Published on 2021-08-04 18:12:18

DB Paraplanner

  • Shortlist
  • Location Royal Leamington Spa , Warwickshire Sector Financial Services Salary £40,000 - £45,000 Per Annum Type Permanent Consultant Alex Woodward Ref 62795

    A leading IFA firm who are looking to add to their experienced team in their modern office space. They have a strong reputation in the area and are expanding at an impressive rate, offering their clients a top-quality service to allow them to make the best decision for them to improve their financial well-being.

    The Role

    This is a fantastic opportunity for a technical professional who is looking to apply their knowledge within a similar IFA firm and add value to a business. There will be a mix of case types with a bias towards complex pension cases and you will be the most senior paraplanner within the office team, providing tailored financial planning solutions, whilst offering guidance to the more junior team members.

    Duties and Responsibilities:

  • Ascertain that procedures followed by the company are Compliant and follow the guidelines set out by the FCA Process and deliver Suitability reports for IFA’s
  • Provide recommendations to clients on Investments and Pensions based on your own research and to be able to support these recommendations with a coherent explanation Work effectively autonomously or as part of a team
  • Respond efficiently and effectively to requests from Company advisers and Management Assist in analytic work, including cash flow forecasting and investment analysis
  • Use of financial planning software tools
  • Develop productive working relationships with colleagues and clients
  • Skills :

  • Previous experience providing technical support within an IFA practice environment
  • Level 4 Diploma Qualified and preferably a desire to work towards Chartered Status.
  • AF3, AF7 or G60 would be advantageous.
  • Good technical knowledge of Pensions, Investments and experience in the application of the rules of the FCA
  • Job Synonyms:

    senior paraplanner, db paraplanner, pension transfer specialist, db specialist

    Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

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