Banking & Financial Services

Paraplanner

Not Specified

CF30 Consulting is delighted to be recruiting and experienced Paraplanner with experience of the Defined Benefit (DB) Pension Transfer Market, on behalf of our client, a very well established Pension Transfer Bureau set in the heart of the Cheshire countryside. This can be a fully remote role so we will considerm 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 client’s 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

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 inter-personal skills, both written and verbal
* Ability to multi-task 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

Qualifications
*Ideally qualified to Level 4 Diploma with either- G60, AF7 or AF5 however this is not essentialCF30 Consulting is delighted to be recruiting and experienced Paraplanner with experience of the Defined Benefit (DB) Pension Transfer Market, on behalf of our client, a very well established Pension Transfer Bureau set in the heart of the Cheshire countryside.

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 client’s 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

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 inter-personal skills, both written and verbal
* Ability to multi-task 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

Qualifications
*Ideally qualified to Level 4 Diploma with either- G60, AF7 or AF5 however this is not essential

Employment Type Permanent

Advertiser Type Agency