NJR Recruitment is partnered with a firm of Financial Advisers who is looking for a Paraplanner to join them. This Paraplanner will support the Partner Practice when informing and advising Clients on financial strategies, plans and products, and organise the technical task, illustrations, and reports.
Responsibilities:
" To support the adviser team; producing suitability letters within a timely manner
" You will work across a product range of Investments (ISA, UT, Investment Bonds, VCT's), Pensions, IHT planning and protection
" Receiving new business cases; reviewing and gaining an understanding of the recommendation in order to be able to write the case compliantly
" Writing suitability letters for annual reviews (where combined with a new piece of business)
" Inputting fact find information onto our back-office system, Salesforce
" Liaising with adviser with regards to any missing information on the fact find and/or supplementary information or documents
" Running critical yield comparisons to check whether a recommendation is viable
" Running illustrations
" Completion and submission of advice sets in Salesforce
" Conducting any additional research required in order to ensure that the case remains compliant
" Liaising with the St James's Place Business Assurance team with regards to checking complexities of cases; and to apply for concessions where required
" To work...