IFA Paraplanner ( City of London) Monument area to £50k + Packag

This job does not exist anymore.

Try running a new search or browse our vacancies.

Or fill in the form below to receive job alerts.

2019-06-14 15:54:291970-01-01 Coast Specialist Recruitment
Job Type Permanent full-time
Location London
Area London, UK London
Sector FINANCIAL SERVICES - Paraplanning
Salary Up to £50,000 pa
Start Date
Advertiser John Heffernan
Telephone 01702713739
Job Ref JH1406
Job Views 193

A highly reputable HNW Private Client and Corporate Wealth manager requires a " Career Paraplanner ".

Key Responsibilities:

  1. Preparation and maintenance of client files
  • Collect and analyse financial information obtained from clients to determine strategies for meeting client’s financial objectives.
  • Ensure that all compliance paperwork is recorded in line with procedure manual and

FCA guidelines.

  • Accurately record client information and documentation within the CRM system.
  • Confirm client risk profile is determined and recorded.
  • Discuss client objectives with Wealth Planner.
  • Identify and obtain the information necessary to compile financial cash flow forecast (if required).

2. Build cash flow models (if required)

  • Ensure that quantitative data used by the cash flow modelling tool is correct.
  • Interpret qualitative data received from Wealth Planner and build scenarios using cash
  • flow modelling tool.
  • Compile net worth statement; income and expenditure statements and financial cash flow
  • forecast and discuss with Planner.

3. Prepare advice and recommendations

  • Prepare and transfer client information into client reports such as cash flow, retirement plans or financial plans.
  • Provide technical support to Wealth Planners regarding advice specific queries.
  • Record relevant technical research where it endorses advice.
  • Undertake research both independently and with the Wealth Planner to identify suitable solutions to meet the client’s needs.
  • Record relevant product research on file including up to date provider due diligence (if required).
  • Prepare calculations for comparison purposes including (but not limited to) critical yield analysis and hurdle rates.
  • Suggest solutions to Wealth Planner where appropriate and ensure advice and recommendations are suitable.
  • Liaise with client’s investment manager, legal and tax advisers, etc (where applicable).
  • Prepare recommendation reports to be discussed / signed off by Wealth Planner in a clear, concise, jargon free manner.
  • Prepare accurate suitability letters in accordance with the agreed recommendations in a clear, concise, jargon free manner.
  • Prepare and update report / letter templates and technical pages in line with changes in legislation.

This role offers a comprehensive benefits package and is based in very impressive City offices. Interviews are available immediately. Please apply in confidence

Sector Clear
Area Clear
Job Type Clear
Salary Clear
Sign in
Similar Jobs
  • Paraplanner
    UK, Surrey
    Up to £30,000 pa

    A successful Wealth Management practice based in Dorking has an excellent opportunity for a Paraplanner to join their team.

    The successful candidate will provide...

Email Me Jobs Like This
Subscribed to similar jobs notifications

Contact Coast Specialist Recruitment

Essex Branch:
Coast House
387 London Road
Hadleigh, Essex

Telephone: 01702 713739 | info@coastsr.co.uk

Surrey Branch:
Aqua House
30 – 32 High Street
KT19 8AH

Telephone: 01372 738020 | info@coastsr.co.uk

We use cookies to provide you with the best possible browsing experience on our website. You can find out more below.
Cookies are small text files that can be used by websites to make a user's experience more efficient. The law states that we can store cookies on your device if they are strictly necessary for the operation of this site. For all other types of cookies we need your permission. This site uses different types of cookies. Some cookies are placed by third party services that appear on our pages.
Necessary cookies help make a website usable by enabling basic functions like page navigation and access to secure areas of the website. The website cannot function properly without these cookies.
Resolution Used to ensure the correct version of the site is displayed to your device.
Session Used to track your user session on our website.
Statistic cookies help website owners to understand how visitors interact with websites by collecting and reporting information anonymously.
Google Analytics Google Analytics is an analytics tool to measure website, app, digital and offline data to gain user insights.

More Details