Technical Paraplanner

Due to expansion, our client are looking for a Technical Paraplanner to complement their existing team.
The
right
individual
will
be
keen
to
take
up
an
integral
position
in
the
firm and
positively
contribute
towards ensuring excellent client outcomes. As our client values a great social environment to work in this role will be based
in
the office Monday – Friday 9am - 5pm
The candidate being sought is a Paraplanner who must delight in the
technical and forensic side of Paraplanning and
not
view
the
role as a steppingstone to advice. They already have a team of trainee Advisers and will require a Paraplanner to support
this
team
after
their
qualification.
Therefore,
our
new
Paraplanner
will
have
a
very
important
role
to play and will be valued as such.
Fundamental Activities:·        Collating of client data to provide a detailed client overview.
·        Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
·        Use of risk profiling and fund analysis tools to provide detailed analysis of clients’ holdings, performance, risk, diversification, and reduction in yield.
·        Production of Suitability Letters.
·        Responsibility for ensuring the Clients Compliance file is complete and correct for checking by the Compliance Manager.
·        Use of Cashflow modelling tools to provide detailed analysis of retirement planning and income options.
·        Attending client meetings, note taking and action point noting to be delegated to the administration team. The paraplanner would be the first point of contact for the client for any logistical rather than advice activities. 
·        Ad Hoc project work as and when required in order to comply and stay ahead of legislation and FCA regulations.
·        Maintenance and management of the New Business Register, including regular reporting of Management Information to assist in T&C.
·        Working with other Professional Advisers to collate client information and assist in the holistic advice process.
·        Coordinating the administration function to ensure activities are completed accurately and within agreed timescales.
·        All other proactive activities to support the advice process and to support the compliance team.
Knowledge, Skills and Attitude:
Knowledge:•       You will ideally hold or be working towards a Level 4 qualification in Financial Services.
•       Full support will be provided to achieving Chartered Status if it is not already held.
•       You must have relevant and appropriate professional experience in a similar role to be considered for this position.
Skills:•       Ability to create, analyse and interpret data, which includes both hard and soft facts, to facilitate a detailed advice process.
•       Excellent communication skills to both internal and external partners, as well as clients.
•       Ability to maintain confidentiality at all times and to show tact and empathy with clients and team alike.
•       High level of IT competency including the ability to effectively use a variety of software.
•       Confidence to direct the administration function and to present ideas to advisers and the senior management team.
Attitude:•       Positive, motivated, calm and collected.
•       A pleasure to work with.
•       A team player who wants to get stuck in
Salary
&
Benefits
Salary:
A competitive salary commensurate with qualifications & experience, starting from £30,000
Additional
Benefits:
Health Cash Plan, Employee Assistance Program, Death in Service, Discounts
Holidays: 25 days plus bank holidays
Hours

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