Paraplanner

2 weeks ago

Chelmsford, United Kingdom Reed Full time

Reed Specialist Recruitment are proud to be representing one of the UK's leading Financial Advice networks, who are looking for a new Paraplanner to join their team in Chelmsford

Remote work is also available, with occasional visits to the Chelmsford office.

Main Duties and Responsibilities:

  • To promote and always work towards our policy of delivery of Client Best Interest outcomes. 
  • To take responsibility for own performance and to identify development areas.
  • To perform assessment of cases on receipt to ensure all required information is present, ensuring anything further is requested.
  • To research suitable products based on client(s) circumstances to allow an adviser to make a recommendation within both an Independent and Restricted proposition.
  • To provide advisers with evidence of research using the company’s chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison.
  • Obtain personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business.
  • Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
  • Prepare the draft recommendation report for sign off by the adviser.
  • Oversee record keeping by administration regarding locations of letters of authority and research requests so as to ensure every piece of research can be found at any stage of the process.
  • Ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability.
  • To ensure a consistent and up to date approach across both Independent and Restricted channels.
  • Prepare ongoing service reports for advisers where clients have signed up to an ongoing service including the completion of costs and charges.
  • Assist the admin team with your technical knowledge.

Skills & Qualifications

  • Level 4 or Paraplanning equivalent (RO1 – RO6 essential).
  • Previous Paraplanning experience essential.
  • Good keyboard skills and practical experience with Word, Excel and Database applications.
  • Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics.
  • Experience of Intelligent Office CRM is desirable.
  • Problem solving.
  • Time management.
  • Up to date knowledge of financial services providers and products.
  • An understanding of the sales process and how advice is provided to clients within a compliance driven business.

Person Specific

  • Effectively communicate at all levels, and in all media types.
  • Ability to work on own initiative and maintain self-control when under pressure.
  • Willingness to learn and maintain knowledge within an ever-changing market.
  • Ability to work on own initiative as well as working effectively as part of a team; however, even more importantly is the willingness to adopt a flexible approach to the work undertaken.
  • Demonstrate commitment by regular attendance and efficient completion of all tasks allocated.
  • Carry out duties and responsibilities in compliance with health and safety policies and statutory regulations.
  • Maintain high standards of personal accountability, adhering to a set of prescribed responsibilities under the FCA’s Certification Regime.
  • Desire to undertake training and progress personal development.

To apply for this role, please follow the link or email me at

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