Paraplanner

☞ Independent Resourcing Consultancy

View: 117

Update day: 07-05-2024

Location: Halesowen West Midlands

Category: Finance / Bank / Stock Sales

Industry: Staffing Recruiting Legal Services Financial Services

Position: Entry level

Job type: Full-time

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Job content

IRC is delighted to be recruiting and experienced Paraplanner with experience of the Defined Benefit (DB) Pension Transfer Market, on behalf of our client, a very well established Paraplanning firm based in the West Midlands.

Implementing recommendations
  • Prepare suitability letters in accordance with the agreed recommendations
  • Complete application / proposals forms
  • Ensure all compliance paperwork is in order
  • Make changes to clients’ investments as instructed
  • Implement the chosen investment strategies
Preparing recommendations - with emphasis on DB Pension Transfers
  • Identify areas for planning
  • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs
  • Prepare information/comparisons for analysis by planner
  • Liaise with client’s legal and tax advisers (if applicable)
  • 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 planner
Essential Attributes
  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Articulate
  • Excellent inter-personal skills, both written and verbal
  • Ability to multi-task and prioritise effectively
  • Good IT skills
  • Good report writing skills
  • Ability to work independently and in a team
  • Broad knowledge of financial services world
  • High level of technical knowledge
    • Qualifications

    Level 4 diploma in financial planning

    Ideally qualified to advise on DB pension transfers - G60, AF7 or AF5.
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Deadline: 21-06-2024

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