Paraplanner - Chartered National Firm

2 weeks ago

Sunderland, United Kingdom Robinson Financial Careers Full time

An excellent opportunity has been created for an experienced Paraplanner at a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.

This is an outstanding opportunity, designed for a serious individual, looking for a clear path to Chartered Adviser Status.

Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records. Report writing will be an essential part of the role. You learn all aspects of the business and become a valued member of the team and continue to progress with industry- based exams. You will be expected to keep up to date with legislative and industry changes which affect the business and its clients. There will be minimal client contact and you are not authorised to give advice.

The role requires an individual to provide support to financial advisers on a range of different client cases. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.

Responsibilities

  • Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
  • Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
  • Collate and evaluate client policy/investment/pension
  • Writing suitability reports
  • Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto
  • Create and maintain client files and enter details onto back-office database
  • Liaise with Trainee Paraplanners
  • Submitting Business on internal and external systems
  • Create and maintain client files and enter details onto back office database
  • Submitting Business on internal and external systems
  • Prepare paperwork
  • New business processing and submission to Business Quality
  • Liaise with a range of stakeholders from compliance department to various external providers
  • Develop a broad knowledge of financial products including both individual and employer pension knowledge, investments, and protection products

The Idea Person

  • Ability to build strong working relationships with both IFAs, and the rest of the team.
  • Previous experience of working within a similar role within a financial services business minimum 1-3 years
  • Diploma qualified or working towards
  • Understanding of the Financial Planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Attention to detail and accuracy
  • Articulate
  • Excellent inter personal skills, both written and verbal
  • Ability to multi task and prioritise effectively
  • Good IT skills
  • Good report writing skills
  • Experience of maintaining good working relationships in the delivery of financial advice services
  • Experience in writing complex and detailed reports for cases
  • Ability to assess information, make comparisons and identify critical features
  • Ability to acquire update and apply new skills and knowledge
  • Set own goals and want to deliver agreed targets
  • Proficient knowledge of Pensions and retirement planning, Investments, tax planning and

regulation within the financial services industry.

Salary and Benefits

- Compensation dependent on skills and experience

- 25 days annual leave

- 25 days work from anywhere entitlement

- Birthday off as additional leave

- Auto enrolment pension

- Death in Service X4

- Training and support towards industry recognised certifications

- Cycle to work scheme

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