IRC is working exclusively with a Chartered firm of financial planners located in Hailsham, East Sussex, our client is looking to hire an experienced Paraplanner who is career driven and who will in time become a financial adviser for the practice to service existing clients.
Role & Responsibilities:
• Develop financial planning strategies in line with the client's needs, goals and objectives, as agreed with the financial planner.
• Draft client-centric financial planning reports to meet and/or exceed agreed activity targets and regulatory/compliance standards.
• A range of other tasks including tax calculations, liaising with product providers, preparing implementation paperwork, etc.
• Record/maintain case information on FinPlan in order to allow work to be logged, tracked and internal records/management information to be kept up to date.
• Keep up to date with all relevant product, legislative or technical changes pertinent to the role and ensure CPD requirements are maintained and logged as appropriate.
• Play an active part of the Financial Planning team and support in the training and development of more junior members of the team.
• Client Reviews to update client records, analyse progress and present information in accordance with our Annual Review Procedures.
• Compliance to help ensure that all dealings with clients are in accordance with internal and regulatory guidelines.
• Product research and placement for mortgage products using mortgage research systems under the direction of the adviser
• Producing mortgage, pension, investment, protection and savings quotes
• Ensuring client files are ready for adviser meetings
• Producing and sending out client review letters
• Providing any additional support to the advisers when required
• Supporting junior members of the team with training and mentoring
• Conducting spot checks of advisers files to ensure compliance with administrative frameworks
• Provide research and administrative support for the Central Investment Process within the firm
With a salary on offer of up to 40,000GBP, you will also have the options to become a key individual within this practice to recruit and train new team members as the practice grows.
If you are looking for a great career opportunity, please get in touch today.