Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Responsibilities:

•Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation

•Review and formulate plans for clients with highly specialised situations

•Review prospective clients' existing pension and investment bond arrangements to determine whether a transfer is suitable

•Create and lead training for other groups within the firm as needed

•Work on ad hoc projects to improve the efficiency of PCA Group

•Adhere to the T&C scheme to ensure regulatory compliance related to the provision of regulated advice

Skills and knowledge

•A University degree or equivalent combination of education/experience

•Level 4 Qualification – CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable

•3+ years financial services experience required

•Experience working with accuracy and ability to organise/time-manage

•Very strong understanding of Financial Planning principles

•Exceptional understanding of client suitability

•It is a requirement to undergo an initial Fit and Proper (F&P) assessment before performing the role independently, and annual Fit & Proper Assessments will be required to ensure you remain F&P to carry out the functions of this role

Barbara Houghton jobs

Paraplanner - RDR Level 4