Jobs
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Reference V/13281
Job Description
We are thrilled to be recruiting on behalf of a Financial Planning business in Norfolk who are currently seeking to appoint a Financial Paraplanner to join their successful team. You will be responsible for providing a research, analysis and technical report writing service to enable good client outcomes in line with agreed service levels, company policies and values.
Key Duties:
- Review client files to understand personal and financial circumstances including their goals and investment risk profile.
- Identify gaps in the file documentation.
- Analyse clients existing arrangements to determine their ongoing financial planning to meet clients’ goals.
- Undertake and review tax calculations.
- Undertake research, producing quotes and illustrations on potential solutions.
- Ensure all relevant systems are up to date.
- Manage own workload effectively and meet productivity KPI’s.
Skills & Experience Required:
- Qualified / part qualified paraplanner.
- Experience in building and maintaining a solid business support team is paramount.
- Ensuring all tasks are carried out within FCA Regulatory requirements.
- Maintain a full understanding of the financial services market.
- Experience of providing excellent customer service to high net worth clients.
(V/13281)