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Senior Paraplanner

3 months ago

Market Harborough, United Kingdom KPHR Solutions Full time

Term: Permanent office based only no hybrid working
Hours: Monday to Thursday 8.00am to 5.00pm, Friday 8.00am to 1.00pm
Salary: Competitive and negotiable + bonus
Benefits: Private healthcare, free parking

An excellent opportunity has arisen for an experienced, qualified Paraplanner to join a well-established independent IFA practice offering holistic financial planning services for business owners and high net worth clients, and providing fee based financial advice to its loyal client base. The role is diverse and would suit a versatile individual with initiative, who is able to work on diverse non repetitive complex challenging projects.

The team is friendly and supportive and there is an opportunity to progress your career over time with the support of the business owner.

Duties for a Senior Paraplanner in Market Harborough

  • Assist IFAs with pension planning, investment management, tax planning, inheritance tax planning life assurance and income protection and business planning for existing and new clients
  • Assist with the preparation of suitability reports including preparation of illustrations and application paperwork.
  • Ensure that all business applications are processed accurately and efficiently, in a compliant manner to the firm's standards
  • Ensure fund switches / rebalances are carried out accurately and within company timescales
  • Send letters of authority and gather accurate information
  • Input and maintain accurate client records on the back office system, Platform and other IT systems
  • Prepare client review pack including valuations & supporting paperwork
    Record, and where appropriate, implement agreed actions in coordination with the Financial Adviser
  • Develop relationships with new clients
  • Ensure all supporting documentation is maintained as per company procedures
  • Ensure all work is followed up promptly in line with company standards
    Incorporate the principles of Treating Customers Fairly (TCF) into all contact with clients

Experience and skills needed for a Senior Paraplanner in Market Harborough

  • Minimum of 3 years paraplanner/IFA administration experience
  • CII level 4 qualified (R01 to R06) or equivalent financial planning qualification
  • Technically competent with Excel, Word & Outlook to intermediate level
  • Knowledge of and experience with online financial services platforms
  • Able to communicate at all levels
  • Excellent analytical, organisation, time management and prioritising skills
  • Flexible and curious attitude
  • The will to develop your skills and expertise to the next level

To apply, send your up to date CV and a covering letter outlining your experience.

Due to the volume of applicants, if you have not had a response within 5 days then your applications as been unsuccessful on this occasion.