Paraplanner

2 weeks ago

Altrincham, Trafford, United Kingdom DMD Recruitment LTD Full time

PLEASE NOTE MY CLIENT OFFER BONUS ON TOP OF SALARY

Job Purpose
The Technical Support Team is primarily responsible for producing suitability reports for LIFT clients on behalf of its advisers.

The team is made up of paraplanners and administrators:

  • Paraplanners (PP), referred to as Technical Support Analysts for client facing documents, carry out the technical research and analysis needed to produce the detailed client facing reports that explain to a client what course of action the adviser recommendsand why this is suitable for them
  • Paraplanning Administrators (PPA), referred to as Technical Support Administrators for client facing documents, support the PPs by gathering the relevant information from product providers and physically preparing the reports for the advisers in advanceof client meetings/to issue in the post.

Principal Accountabilities

  • The role of the PP is to collect, analyse and present data on behalf of advisers.
  • The PP deals mainly with analysis and presentation, and is responsible for oversight of the work done by the PPA. The PP writes reports, but is not simply a report writer. A good PP needs an understanding of the advisory process and will check and challengewhere more suitable solutions might exist. They will be able to quickly and accurately analyse existing assets, based on the data collected by a PPA, to identify if better client outcomes can be achieved in alternative products.

Main Responsibilities

  • Provide analysis, detailed research of funds and providers, carry out calculations, build cashflow, report writing and product recommendations for presentation to clients and/or reports for sending to clients.
Complete portfolio reviews and rebalancing requests

Use knowledge of financial planning to question and challenge proposed solutions

  • Draft workflows and trading workflows off the back of the recommendations being made in the suitability report.
  • Deal with client and insurer queries to completion via the telephone or in writing.
  • Ensure that quality assessments (peer review) have been carried out, evidenced, and signed off accordingly.

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