Senior Paraplanner RDR Level 4

Location: Millwall

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