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up to
60,000
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
For more information on this role please contact Tony Ward by sending your CV to tonyward@bhal.co.uk and quoting ref 16942TW.
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