Paraplanner

Job Description
This particular Paraplanner position sits within our clients New Business team in which you will analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability. Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-Day:
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation
Review and formulate plans for clients with highly specialised situations
Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable
Create and lead training for other groups within the firm as needed
Work on ad hoc projects to improve the efficiency of private client group
Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice
Your Qualifications:
A University degree or equivalent combination of education/experience
Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable
3+ years financial services experience required
Experience working with accuracy and ability to organise/time-manage
Quantitative in nature
Ability to work under pressure and in a dynamic team environment
Very strong understanding of portfolio management philosophies and financial planning principles
Exceptional understanding of client suitability
It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role