Senior Paraplanner

Job Title: Senior Paraplanner

Location: Hove

Salary: up to £35,000

 

Responsibilities:

  • Prepare and maintain the client file
    • Check all compliance paperwork is present
    • Confirm client risk profile is determined
    • Discuss client objectives with planner
    • 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
  • Recommendation preparation
    • Identify areas for planning
    • Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s 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 regarding client risk profile
    • Prepare draft recommendation reports to be discussed/signed off by a senior planner
  • Implement recommendations
    • Prepare suitability letters in accordance with the agreed recommendations
    • Complete application / proposals forms
    • Ensure all compliance paperwork is in order
    • Make changes to clients’ investments as instructed  
    • Implement chosen investment strategies
  • Reviews
    • 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

Requirements:

All applicants must be fully qualified and experienced Paraplanners.

Apply for this Now


Apply Here. Vacancy ID: 4784

Apply

_____________________________

BEFORE YOU PRESS SEND

By submitting your name, email address, CV and any other details via this form to our team at Classic Consulting, you are agreeing for us to store your details on our secure in-house recruitment database. You also agree that we may contact you by telephone, email or post regarding any employment opportunities for any roles we feel you may be matched to, even if those roles differ from the ones you have specifically applied for.

You may withdraw your consent and request removal of your personal data at any time by emailing info@classicconsulting.co.uk . Our full Privacy policy is available here.

_____________________________

MARKETING

From time to time, we'd like to send you our company news and updates. If you'd like us to add your name to the list, check the box below. You may withdraw your consent at any time by emailing info@classicconsulting.co.uk .

Yes, please send me company news and updates

_____________________________

Thank you, we look forward to hearing from you!

_____________________________