New discretionary investment management service

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Paraplanner

Locations -

Basingstoke, London

Job Description

The key purpose of the role is to provide paraplanning support to our financial advisers. You will work closely with our advisers and administrative support teams to research, analyse and compile Financial Planning reports.

Responsibilities

  • Undertake investment portfolio analysis, including asset allocation analysis in line with stated attitude to risk
  • Compile investment, pension and protection illustrations, projections and associated documentation
  • Prepare suitability reports, client service agreement letters and assist in checking valuations
  • Ensure client files comply to both FCA regulations and internal policy and procedure

Required Experience

  • Have secured a number of financial qualifications and striving towards the certificate in Paraplanning or Level 4 Diploma in Financial Planning
  • Have previous experience of working as a Paraplanner
  • Feel confident working alongside one or more advisers offering relevant advice based on new and existing client queries

Our Values

  • Be Reliable
  • Think Independently
  • Create Confidence

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