Junior Paraplanner

Job Title: Junior Paraplanner

Location: Hove

Salary: £20,000 - £22,000

 

Responsibilities:

  • Prepare and maintain the client file
    • Check compliance paperwork is present
    • Discuss client objectives with senior planners
    • Compile draft net worth statements; income and expenditure statements and financial cashflow forecasts
  • Aid in the preparation of recommendations for clients
    • Undertake research with Senior Paraplanners to identify suitable solutions to meet the client’s needs
    • Aid Senior Paraplanners in the preparation of information and comparisons for analysis by financial planners
    • Prepare draft recommendation reports
  • Help implement suggested recommendations
    • Aid in the completion of suitability letters
    • Check all compliance paperwork is filled in correctly
    • Make changes to investments as requested
  • Reviews
    • Build strong and lasting relationships with clients
    • Assist in the organisation of future planning meetings
    • Send clients planning figures

Requirements:

  • A background in Financial Services
Full training will be given but a Level 4 Paraplanning certificate is highly desirable.

Apply for this Now


Apply Here. Vacancy ID: 4785

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