Senior Paraplanner RDR Level 4

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Our client is looking for a Senior Paraplanner RDR Level 4 to join their team on a permanent basis in London.
Responsibilities Conduct fact finding calls with clients to evaluate 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 clients' existing pension and investment bond arrangements to determine whether a transfer/surrender is suitable Communicate advice to clients directly Prepare written proposals and recommendations for transfers and present this advice to them to confirm understanding Work with other departments to provide best client outcomes through developing new resources and providing training 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 Very strong understanding of Financial Planning principles and client suitability Experience working with accuracy and ability to organise/time-manage Quantitative in nature Ability to work under pressure and in a dynamic team environment 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

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Location:
Poplar
Salary:
£70,000
Job Type:
FullTime
Category:
Banking

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