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Paraplanner

2 months ago

Wolverhampton, United Kingdom ALH Recruitment Ltd Full time

Paraplanner - Wolverhampton - 35-45k

Role: Paraplanner

ALH Recruitment are looking for an experienced Paraplanner to step into an exciting opportunity with a well-established client of ours in Wolverhampton with immediate effect. The successful candidate will be responsible for working closely with the Paraplanning Lead in the research, preparation and drafting of compliant client reports, to assist in the provision of excellent client advice.

Job Purpose:

To provide technical support to the Advisors and Directors in informing and advising on financial planning factors, and on utilising suitable plans and products. To organize the reports and illustrations in a timely and accurate manner, to ensure business can be processed efficiently, and the suitability of the advice given enhances the Practice’s PQS (Practice Quality Score).

Duties:

  • Providing high quality support to the advisor team, responding to advisor queries in a timely manner
  • Inputting of CFR documentation onto salesforce
  • Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome
  • Producing accurate IHT calculations and cash flow models
  • Preparing and producing suitability letters, reports, and illustrations
  • Ensuring the end-to-end compliance process is followed
  • Ensuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first time
  • Ensuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to date
  • Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • Processing new business to a high standard and in line with our clients' processes
  • Liaising with the wider administration team to ensure business processing is completed to regulatory standards
  • Demonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practice
  • Ensuring all advice sets are logged appropriately on all relevant systems
  • Advising the Paraplanning Lead of any challenges or delays in the completion of work
  • Overseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriate
  • Managing own learning and development, attending relevant training sessions where needed
  • Provide cover for other team members upon request as per the business need
  • To uphold the standards of the client service charter
  • Keep up to date with comms and regulatory changes (attending webinarsetc..)
  • Contribution at Paraplanning team meetings

Benefits package includes:

  • Competitive Salary
  • Pension
  • Private Health Care after successful completion of probation period
  • Private Medical Insurance cash plan covering additional areas including dental/opticians
  • 25 Days holiday (plus bank holidays)
  • A good team culture
  • An early finish on Friday
  • Team socials
  • Hybrid working available

If you feel that you have the necessary skills and experience to step into this exciting opportunity with a great client of ours, please apply below.