Apply for this job We are currently recruiting for an experienced Paraplanner on behalf of a firm of Independent Financial Advisors based in Chester. Ideally you will be Diploma qualified or close to it, and will be responsible for assisting the IFAs within the business.
You will be given the opportunity to implement your own ideas and grow your own team.
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 2 IFA's
Provide recommendations to clients on Investments, Pensions and Mortgages 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
Previous experience within an IFA practice environment
Ideally you will be Diploma Qualified in Financial Planning or will have made significant progress towards this qualification
Good technical knowledge of Pensions, Investments and Mortgages
Knowledge and practical experience in the application of the rules of the FSA/FCA