Level 4 Diplomja Qualified Paraplanner - Amersham

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14/09/2020

Level 4 Diplomja Qualified Paraplanner - Amersham

Level 4 Diplomja Qualified Paraplanner - Amersham.

My client a leading national wealth planning IFA Practice in the Amersham area is actively looking to recruit a Level 4 Diploma Qualified Paraplanner who is capable of hitting the ground running immediately in supporting Financial Advisers in report writing within the business. Professional Skills and Qualifications • Minimum of 18 months' paraplanning experience. • Must be Level 4 qualified. • Show evidence of delivering a compliant, highly technical, well-researched and quality paraplanning service. • Good working knowledge of industry issues and developments. • Be articulate in both written and verbal communication. Skills and expectations are as follows:- • Signed off internally as competent on all report types up to and including level 4. • Receive a 'Green' rating on all ad-hoc report checks undertaken by the PPU Managers. • Undertake research and analysis of suitable products in line with the Financial Planner's recommendations. • Draft recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives. • Act as 'first line of defence' - flag any opportunities or concerns prior to the recommendation being issued. • Ensure files and reports are compliant - achieve a minimum of 85% 'Green' files from Business Quality file reviews, with no 'Red' files. • Utilise agreed research tools for technical/tax calculations. • Adhere to Succession's processes and Compliance requirements. • Follow the standard process for all PPU related activities, including research, analysis and documentation. This is a great opportunity to work with a large team within a very successful company.

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