Financial Planning Administrator / Paraplanner

  • Job Reference: 824
  • Date Posted: 15 August 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Abu Dhabi
  • Salary: AED10,000 to AED15,000 Per Month
  • Sector: Paraplanning, Financial Advisers
  • Job Type: Permanent
  • Contact: Maria Inglis
  • Email: maria@ircfs.com

Job Description

Job Description

We are currently looking for an experienced Financial Planning Administrator / Paraplanner to join an existing team, providing technical research services to the team of financial advisers, and ensuring the preparation of client advice is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting the business to achieve its goals.

 

Responsibilities

·         Accurately prepare suitability reports and letters to target deadlines

·         Ensure all client work is compliant and supported with relevant paperwork

·         Undertake comparative research in preparation of client recommendations

·         Complete technical research as part of the existing arrangement review process

·         Understand clients overall financial position from IFA fact finds

·         Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks

·         Ensure all client queries are appropriately investigated and accurate responses given

·         Conduct annual reviews in line with SLA’s

 

Candidate requirements

·         Attained or working towards the Level 4 Paraplanning diploma

·         Strong understanding of financial products and services

·         Ability to assess suitability in line with client’s goals

·         Strong analytical skills, specifically analyzing financial records and providing detailed technical commentary

·         Strong organization skills with the ability to manage multiple caseloads at any one time

 

If you are interested in this role, please contact IRC today 0207 692 5668 or info@ircfs.com