Db Paraplanner
Sale, Morocco
Job Description
Responsibilities
DB Paraplanner
Preparing recommendations – with emphasis on DB Pension Transfers
Implementing recommendations
Essential Attributes
These would be expected of an experienced paraplanner and developed in a trainee
Qualifications
- Job Reference: 396
- Date Posted: 31 January 2022
- Recruiter: Independent Resourcing Consultancy
- Location: Sale, Greater Manchester
- Remote Working: 100% remote working possible
- Salary: £35,000 to £45,000
- Sector: Paraplanning
- Job Type: Permanent
- Contact: Jon Minns
- Email: ****@
- Check all compliance paperwork is present
- Confirm client risk profile is determined
- Discuss client objectives with planner
- Identify and obtain the information necessary to compile financial cash flow forecast
Preparing recommendations – with emphasis on DB Pension Transfers
- Identify areas for planning
- Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s needs
- Prepare information/comparisons for analysis by planner
- Liaise with client’s legal and tax advisers (if applicable)
- Consider current and future allocation of assets for investment strategy with regard to client risk profile
- Prepare draft recommendation reports to be discussed/signed off by planner
Implementing recommendations
- Prepare suitability letters in accordance with the agreed recommendations
- Complete application / proposals forms
- Ensure all compliance paperwork is in order
- Make changes to clients’ investments as instructed
- Implement the chosen investment strategies
Essential Attributes
These would be expected of an experienced paraplanner and developed in a trainee
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Excellent inter‐personal skills, both written and verbal
- Ability to multi‐task and prioritise effectively
- Ability to work independently and in a team
- Broad knowledge of financial services world
- High level of technical knowledge
Qualifications
- Qualified to advise on DB pension transfers – G60, AF7 or AF5.
Benefits
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Job Detail
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Job IdJD1419527
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationSale, Morocco
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EducationNot mentioned