Paraplanner - RDR Level 4

New Yesterday

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
Responsibilities:Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendationReview and formulate plans for clients with highly specialised situationsReview prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitableCreate and lead training for other groups within the firm as neededWork on ad hoc projects to improve the efficiency of PCA GroupAdhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice
Skills and knowledgeA University degree or equivalent combination of education/experienceLevel 4 Qualification CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable3+ years financial services experience requiredExperience working with accuracy and ability to organise/time-manageVery strong xbpsjku understanding of Financial Planning principlesExceptional understanding of client suitabilityIt is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role
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Location:
London
Job Type:
FullTime
Category:
Banking And Financial Services

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