Paraplanner

2 months ago

Blaby, United Kingdom North Oak Recruitment Full time
Paraplanner
South Leicestershire (our ref AL1320)
Hybrid, 2 days per week at home following probation period
Salary to £35,000 (dep on exp + benefits
My client is an established IFA based in South Leicestershire and they now have an exciting new opportunity for an experienced Paraplanner to join their team.
Main Duties
* Assist consultants where needed in each stage of the advice process.
* Analyse existing client holdings including contract features, fund and charges analysis
* Create compliant Suitability Reports
* Prepare supporting research (e.g. cash flow models)
* Prepare supporting documentation (compliance and application paperwork, illustrations etc)
* Deal with consultant and client technical queries
* Maintain clear and compliant client records
* Carry out other related duties when required
Day to Day
* Log new business cases into Paraplanning
* Update Reports log
* Use FE Analytics where needed to compare funds and portfolio’s (supporting research)
* Create Illustrations for new business (supporting research)
* Produce cash flow analysis where relevant (supporting research)
* Create compliant Suitability Reports
* Pre-fill any required application forms
* Pre-fill any supporting documents (compliance documents)
* Input data onto Adviser Office where needed
* Deal with consultant and client technical queries
* Print any requested forms and send to the client for sign and return.
The ideal person
* Previous paraplanning experience
* CII qualifications an advantage but not essential, although study towards this will be required
* Good written and verbal communication skills
* Accurate, analytical and IT literate
* Motivated
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website

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