KLC FINANCIAL Salary
28 WATFORD ROAD NORTHWOOD HA6 3NT ENGLAND
TIN: 12582843
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Earnings on positions in KLC FINANCIAL
KLC FINANCIAL is looking for employees for positions:
paraplanner
Working hours
- full-time | Permanent
Responsibility
- consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile
- compiling, clear and comprehensive reports, with recommendations that are within compliance standards
- obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis
- assisting in the preparation of tax calculations where necessary
- preparing for and Assisting with Client review meetings
- working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client’s needs and expectations
- you will be the go-to individual for advice on technical queries and your duties will focus on supporting the full client journey
Contract type
- full time - Permanent
Requirements
- occasional travel to other SJP locations
- previous paraplanning experience within an IFA or Wealth Management environment
- minimum Level 4 Diploma PFS qualified
- able to transpose information accurately
- strong numeracy skills
- familiar with all major FS systems
- comfortable using templated Suitability Letters
- confident in dealing with third parties and can work with total discretion