Senior Paraplanner RDR Level 4

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

Conduct fact finding calls with clients to evaluate client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation

Review and formulate plans for clients with highly specialised situations

Review clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable

Communicate advice to clients directly

Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding

Work with other departments to provide best client outcomes through developing new resources and providing training

Work on ad hoc projects to improve the efficiency of PCA Group

Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

Skills and knowledge

A University degree or equivalent combination of education/experience

Level 4 Qualification

CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable

3+ years financial services experience required

Very strong understanding of Financial Planning principles and client suitability

Experience working with accuracy and ability to organise/time-manage

Quantitative in nature

Ability to work under pressure and in a dynamic team environment

It 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

TPBN1_UKTJ
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Location:
Gb
Job Type:
FullTime
Category:
Banking

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