DB Paraplanner
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Job Location:
Monthly Salary:
Experience Required:
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
Bond Recruitment is delighted to be recruiting and experienced remote based Paraplanner with experience of Defined Benefit (DB) Pension Transfers on behalf of our client a very well established and market leading financial planning firm based in the heart of the Cheshire countryside.
THIS IS A REMOTE BASED ROLE SO WE WILL CONSIDER APPLICANTS ANYWHERE IN THE UK
Specific activities include:
Check all compliance paperwork is present
Confirm client risk profile is determined
Discuss client objectives with planner
Preparing recommendations with emphasis on DB Pension Transfers
Identify areas for planning
Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs
Prepare information/comparisons for analysis by planner
Consider current and future allocation of assets for investment strategy with regard to client risk profile
Prepare draft recommendation reports to be discussed/signed off by planner
Implementing recommendations
Prepare suitability letters in accordance with the agreed recommendations
Complete application / proposals forms
Implement the chosen investment strategies
THIS IS A REMOTE BASED ROLE SO WE WILL CONSIDER APPLICANTS ANYWHERE IN THE UK
Specific activities include:
Check all compliance paperwork is present
Confirm client risk profile is determined
Discuss client objectives with planner
Preparing recommendations with emphasis on DB Pension Transfers
Identify areas for planning
Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs
Prepare information/comparisons for analysis by planner
Consider current and future allocation of assets for investment strategy with regard to client risk profile
Prepare draft recommendation reports to be discussed/signed off by planner
Implementing recommendations
Prepare suitability letters in accordance with the agreed recommendations
Complete application / proposals forms
Implement the chosen investment strategies
Requirements
Qualifications
Ideally qualified to Level 4 Diploma with either G60 AF7 or AF5 however this is not essential
Ideally qualified to Level 4 Diploma with either G60 AF7 or AF5 however this is not essential
Essential Attributes
These would be expected of an experienced paraplanner and developed in a trainee
Understanding of the Financial Planning process
Able to work within defined business processes
Ability to achieve agreed outcomes without supervision
Prioritise and plan own workload
Detailed and accurate Articulate
Excellent interpersonal skills both written and verbal
Ability to multitask and prioritise effectively
Good IT skills Good report writing skills
Ability to work independently and in a team
Broad knowledge of financial services world
High level of technical knowledge
These would be expected of an experienced paraplanner and developed in a trainee
Understanding of the Financial Planning process
Able to work within defined business processes
Ability to achieve agreed outcomes without supervision
Prioritise and plan own workload
Detailed and accurate Articulate
Excellent interpersonal skills both written and verbal
Ability to multitask and prioritise effectively
Good IT skills Good report writing skills
Ability to work independently and in a team
Broad knowledge of financial services world
High level of technical knowledge
Required Skills:
Independent Financial Advice Suitability Reports Financial Planning Pensions Investments IFA Administration
Company Industry
Internet Service Providers / Retail Appliances / Electrical and Electronic Equipment
