High Meadow Recruitment
From £27,000 to £30,000 per annum
09 Jun 2017
07 Jul 2017
Our client - our professional services boutique firm based in Mid Staffordshire, is looking for a Part 4 IFA qualified or Level 6 Diploma Paraplanner to join their small, professional, client-focused team. MAIN PURPOSE OF JOB: To write reports necessary for the clients financial planning. To assist with the technical detailing for client reports. Client development and client facing role. MAIN DUTIES AND RESPONSIBILITIES: Provide Administrative Assistance - composing correspondence / creating reports, maintaining records and conducting research Provide Technical Support - Collecting and interpreting data, reading and understanding technical documentation Preparing and maintaining the client files Manage Compliance paperwork Confirm client risk profile is determined Discuss client objectives Identify and obtain the information necessary to compile financial cashflow forecast Compile draft net worth statement; income and expenditure statements and financial cashflow forecast and discuss with planner Preparing recommendations Identify areas for planning Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients 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 Prepare suitability letters in accordance with the agreed recommendations Complete application / proposals forms Ensure all compliance paperwork is in order Act as main point of contact and deal effectively with queries from clients and other parties through effective communication Establish and build strong relationships with clients and attend client meetings with planner if required Organise future planning meetings with client Review investment portfolio, asset allocation, risk profile etc Send planning figures to client for update and revision in preparation for next meeting Initiate review meetings with clients The successful candidate will have experience within a Paraplanning role and will demonstrate effective research, analytical and reporting skills. You will be joining a professional, committed and friendly team based in a beautiful working environment in the centre of Stafford. Please send CV for your application to be considered (detailing any reasons for leaving previous roles). Shortlisted candidates will be contacted asap. This job was originally posted as

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