Job Title

Job Title: ParaplannerSkills, Experience, Qualifications, If you have the right match for this opportunity, then make sure to apply today.Location: City of London/ Gatwick OfficeSalary: Up to 55,000 Reference Number: 9642If you're in the market for a Paraplanner role and want the following, please let me know:Salary up to 55,0002 days a month in Office (your choice for which office)Role in City of London or Gatwick OfficeWe are currently working with a Nationwide IFA firm to fill a Paraplanner role. This role involves the below:RESPONSIBILITIESDiscuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.Undertake research to identify suitable solutions to meet the clients needs.Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.Consider current and future allocation of assets for investment strategy with regard to client risk profile.Check all compliance paperwork and internal sign off documents are present.Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up-to-date report template is used.Request and obtain application forms and other associated paperwork.Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.On-going servicing of clients, for example withdrawals or fund switches.Ensure adherence to Departments and Company procedures, including all Compliance guidelines, and Departments Key Performance Indicators (KPIs)/objectives.WE WOULD LOVE TO HEAR FROM YOU IF:Minimum of Regulated Diploma in Financial Planning (CII) or Diploma in Financial Planning. To be level 4 qualifiedUnderstanding of the Financial Planning process, including any Paraplanning departments processes and procedures, and ensure that these are followed in all instances.Ability to work within defined business processes and to achieve agreed outcomes without supervision.Ability to multi-task and to prioritise and plan own workload.Strong IT skills.Good report writing and communication skills.A can do approachPlease get in touch if you are interested.