Paraplanner

4 weeks ago

Bath, United Kingdom Heat Recruitment Full time

Are you an experienced Paraplanner? Are you looking to enhance your career with more technical challenges?

In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.

Ideally you will have a background in a similar role with Financial Services qualification too.

Key Responsibilities & Main Tasks

Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners

Preparation of client review paperwork to include fund and product research using appropriate financial systems

Compilation of financial cashflow forecast

Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown analysis, existing policy analysis and portfolios

Liaise with Product Providers / Third Parties regarding any technical queries

Review asset allocation for any Platform based holdings

Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio

Attend client meetings with the Financial Planners, as required

Preparation of required suitability reports, including solution design in conjunction with the Financial Planner

Obtain key features documents, factsheets, illustrations and Exchange quotes through appropriate source

Ensure effective communication between Financial Planner, Technical Support and PA to ensure a continued professional service is provided to clients at all times

Comply with compliance procedures, TCF, Data Protection and FSA Regulations at all times to ensure regulatory requirements

Experience and Skills:

Previous experience of working in similar role within financial services

Practical application of technical financial knowledge within career

Previous data research and report writing experience within financial services

Fully Diploma qualified with at least one AFPC paper (ideally G10 or G60 or equivalent AF qualifications)

Good understanding of the Financial Planning process and cashflow modelling

Synonyms: Paraplanner

*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career

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