Paraplanner alderley edge

Alderley Park Recruitment #39;s notable client based in Alderley Edge is currently recruiting for a Paraplanner based in the centre of Alderley Edge. This is a permanent role and is paying a salary up to GBP40,000 per annum dependent on experience. 1. General accountabilities * Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times * Comply with the relevant compliance, FTC, T C, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times * Follow closely the companies Centralised Investment Proposition (CIP) and other advice guidelines * Follow the companies Advice Process at all times * Detailed knowledge and understanding of business compliance procedures * Liaise with clients in a compliant manner as detailed within the firm rsquo;s compliance manual * Keep up-to-date with all relevant product, legislative and technical changes * To provide support to Advisers in completing non-client facing tasks involved in preparing and administrating any recommendations being made to a client * Ensure the maintenance and recording of your own personal Continuing Professional Development (CPD) 2. Specific accountabilities * To ensure all client files are compliant on an ongoing basis * To collate all quantitative detailed information required to support any recommendation * To ensure all relevant paperwork held within a client file is present, relevant and compliant * Liaise with all Advisers on a regular basis to discuss specific case detail and seek clarification of client objectives client attitude to risk and client capacity for loss * Ensure all appropriate lsquo;know your client rsquo; information has been obtained and can be demonstrated within the relevant client file * Prepare relevant documentation and comparisons to be reviewed with the Adviser * Prepare suitability reports in accordance with the agreed recommendations * Identify and discuss areas for further client financial planning with the Adviser * Develop a proficiency in the use and interpretation of cash-flow modelling tools 3. Research accountabilities * Undertake the relevant research to identify suitable solutions to meet a clients rsquo; objectives * Annual research and associated due diligence to review and support the companies centralised investment proposition, analysing and reviewing funds on the companies Panel * Pension Transfer Analysis * Off-platform research * Provider product meetings compiling due diligence and research reports on new products * Communicating with providers regarding clients existing plans In order to be successful it is essential that you have the following skills and experience; bull;An appreciation and understanding of the Financial Planning process bull;Broad knowledge and enthusiasm for financial services world bull;A high level of technical knowledge about the financial products and services in the market bull;An ability to work within agreed business processes bull;An ability to achieve agreed outcomes without supervision working within agreed timescales bull;Prioritise and plan own workload bull;An eye for detail and thirst for accurate report-writing bull;Excellent inter-personal skills, both written and verbal bull;Excellent IT skills and report-writing skills bull;Ability to work independently and in a team Working conditions The role is predominantly an office-based role although some local travelling is required to attend training courses and financial services provider presentations. This is a great role with a business that has a fantastic culture, huge growth plans and frequently supports employees work towards their Diploma financially and with time off to study. Please apply now if this role is of interest