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Blakemore Recruitment are proud to be assisting a well established Financial Planning firm recruit for their next Paralanner to join their successful team based in Guildford.
Responsibilities
Provide technical, research and administrative support to develop suitable client recommendations Produce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to clients. Produce compliant and detailed Client Suitability Reports Assist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested. Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition. Liaise on a proactive basis with the Adviser on a regular and structured basis to work on cases and provide updates. Key responsibilities include:
Contacting prospects or clients to arrange meetings and update current information, gather necessary information from client so that a financial analysis can be completed Review the client’s financial statements, legal documents, and other data. Prepare summaries of: the client’s goals and objectives, the client’s present situation, the effect of their current arrangements on future circumstances using relevant financial planning tools Prepare detailed options for the Adviser to consider supporting the client’s financial planning objectives. Prepare calculations summarising the client's investment management needs, critical illness, disability and life insurance needs. Prepare proposals for the solution that the Adviser has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable. Competence / Knowledge / Skills required
A minimum of two year's experience in a similar role within Financial Services Diploma level qualified (or be very close to achieving this) Highly detail conscious Strong background in client and product administration Effective communication skills gained within a client facing role Knowledge and experience of the advice process and regulatory requirements Working knowledge of Investment platforms, their operation and processes. Experience of Intelliflo and CRM systems Great benefits and a competitive salary is on offer.
If you believe this could be the right role for you please apply to be considered for this opportunity.
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