Ex Paraplanner Opportunities

Bell Cornwall Recruitment
05 Oct 2019
23 Oct 2019
Job Type
Contract Type

Are you an experienced Para-planner or Financial planning professional looking to develop your career within a highly respected financial institution? If so, Bell Cornwall Recruitment are delighted to present a role as a Suitability focused Investment Assistant.

The Role:

  • To oversee the suitability process, through collaborating with colleagues, constructing suitability letters and by preparing investment proposals and trade reports for CRO teams.
  • To assist CROs to seek and promote good practice and assisting with coaching and feedback where necessary, and identify areas to improve efficiency within the team.
  • To assist CROs with the collation of information from a client to complete a complaint and sufficiently detailed investor profile.
  • Aid in producing investment proposals, carrying out reports for client meetings, and monitoring client portfolios as required.
  • To keep abreast of relevant industry changes and support the CROs in the development and management of client relations.
  • To ensure FCA and stock exchange rules are adhered to as well as the compliance of anti-money laundering procedures, reporting any misconducts to the MLRO.
  • Other Ad Hoc duties relevant to the role if and when required.

The Requirements:

  • CISI level 4 diploma or similar is desirable
  • Team leader/supervisory experience is desired but not essential.
  • Proven knowledge of the suitability process, and previous experience within financial planning.
  • Up to date knowledge of marketing developments.

Interested? Please click the 'APPLY' button now!

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

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