Paraplanner

2 months ago

Wilmslow, United Kingdom Bond Rec Full time

Bond Recruitment is delighted to be recruiting for an experienced Paraplanner, on behalf of our client, a leading IFA practice in Wilmslow, Cheshire.


The role of the Paraplanner is to support the Financial Planners and other staff when informing and advising Clients on their financial strategies, plans, products and investments.


General accountabilities

  • Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times.
  • Comply with the relevant compliance, FTC, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times.
  • Follow closely the Centralised Investment Proposition (CIP) and other advice guidelines.
  • Follow the Advice Process at all times.
  • Detailed knowledge and understanding of compliance procedures.
  • Liaise with clients in a compliant manner as detailed within the firm’s compliance manual.
  • Keep up-to-date with all relevant product, legislative and technical changes.
  • To provide support to Advisers in completing non-client facing tasks involved in preparing and administrating any recommendations being made to a client
  • Ensure the maintenance and recording of your own personal Continuing Professional Development (CPD)


Specific accountabilities

  • To ensure all client files are compliant on an ongoing basis.
  • To collate all quantitative detailed information required to support any recommendation.
  • To ensure all relevant paperwork held within a client file is present, relevant and compliant.
  • Liaise with all Advisers on a regular basis to discuss specific case detail and seek clarification of client objectives client attitude to risk and client capacity for loss.
  • Ensure all appropriate ‘know your client’ information has been obtained and can be demonstrated within the relevant client file.
  • Prepare relevant documentation and comparisons to be reviewed with the Adviser.
  • Prepare suitability reports in accordance with the agreed recommendations.
  • Identify and discuss areas for further client financial planning with the Adviser.
  • Develop a proficiency in the use and interpretation of cash-flow modelling tools

Research accountabilities

  • Undertake the relevant research to identify suitable solutions to meet a clients’ objectives.
  • Annual research and associated due diligence to review and support the Centralised investment proposition, analysing and reviewing funds on the Panel.
  • Pension Transfer Analysis
  • Off-platform research
  • Provider product meetings & compiling due diligence and research reports on new products
  • Communicating with providers regarding clients existing plans


Essential

  • An appreciation and understanding of the Financial Planning process.
  • Broad knowledge and enthusiasm for financial services world
  • A high level of technical knowledge about the financial products and services in the market
  • An ability to work within agreed business processes.
  • An ability to achieve agreed outcomes without supervision working within agreed timescales.
  • Prioritise and plan own workload.
  • An eye for detail and thirst for accurate report-writing.
  • Excellent inter‐personal skills, both written and verbal.
  • Excellent IT skills and report-writing skills.
  • Ability to work independently and in a team


The role is predominantly an office-based role although some local travelling is required to attend training courses and financial services provider presentations.

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