Jobs » Paraplanner



TO Resourcing Ltd

Paraplanner - 25-40k (full or part time hours considered) We are working with an established IFA practice, who have a requirement for a paraplanner within the team.

This offers an exciting opportunity for someone to join the team and further develop their career. 

Key Duties: 

Prepare suitability letters
Check all compliance paperwork is present
Confirm clients' risk profile
Discuss all of the clients objectives with the IFA
Identify areas for planning and undertake research to identify suitable solutions to meet the clients' needs
Writing suitability reports and selecting appropriate funds for clients
Review clients' existing plans to confirm if they remain suitable
Complete application/proposals forms and assemble supporting documents
Ensure all compliance paperwork is in order and in line with company and FCA regulations
Review clients' investments, asset allocation and risk profile

Key Skills/Experience:

You will need to be experienced in a similar role within a financial firm & either hold or be studying towards level 4 Diploma in regulated financial planning or equivalent

Excellent report writing skills
Forward thinking and uses initiative
Excellent communication skills written and verbally
Level 4 Diploma or already studying towards completion
Previous experience within a paraplanning position
Whole of market product knowledge

Other information:

Salary c25-40k DOE and qualifications
Full time hours - 9am-5pm Monday-Friday OR part time hours would be considered
Pension scheme
20 days holiday (+ 3 for xmas & an additional day at 5,10 & 15 years service) 
Free parking

Between £25,000 and £40,000 Per Annum
DOE and qualifications
Closing Date:
31st December 2018

TO Resourcing Ltd



Tess Orchard
T: 01722446336

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