This a fantastic opportunity for a person with experience in Paraplanning to join an established and growing IFA firm. As a Paraplanner you will be responsible for assessing client’s requirements and researching, identifying, and presenting solutions. This opportunity Is based in Waterlooville.
You will be responsible for:
Discuss cases with advisers and pro-actively update the adviser throughout.
Carry out financial analysis to draft recommendation reports/letters
Prepare all relevant paperwork for client meetings
Liaise with product providers and other relevant third parties.
Keep up to date with legislation.
Participate in online provider webinars and attend seminars for continued technical knowledge and ongoing CPD.
Skills:
Ability to effectively organise and prioritise own workload.
Ability to work under pressure and consistently meet deadlines
Accuracy of work with an attention to detail.
Understanding of FCA regulations and guidelines relating to financial services clients
Experience building suitability reports
Preferably Level 4 Diploma qualified.
