Paraplanner

Chartered ParaplannerThis role is suitable for candidates based near any of our office locations which include Cheltenham London Cardiff Darlington Fareham Harrogate Liverpool Newbury and Grangemouth.About Attivo:Attivo are Lifestyle Financial Planners.Were a privately owned company. We prefer it that way. It means were free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent open and honest an approach that builds trust with our clients and inspires their financial confidence.Our experienced highly qualified financial specialists and expert support teams are committed to delivering more for all our clients. Our independent status and unique approach to understanding our clients their preferences and their motivation sets us apart. We will build and provide ongoing support for a bespoke financial plan aimed at fulfilment of our clients lifestyle needs.Whether youre a private client or a business accessing our corporate services you can rely on a clear consistent service from your Financial Planner and from our experienced teams.About the role:As a Paraplanner you will be providing comprehensive administrative and technical assistance. Your responsibilities will include preparing suitability reports ensuring that all advice is delivered and processed with the utmost accuracy and compliance. You will conduct detailed research to identify the most appropriate financial solutions from our Centralised Investment Proposition or other market alternatives aligning them with each clients financial needs and objectives.You will also be responsible for drafting suitability letters completing and submitting applications and ensuring all compliance procedures are strictly followed. To excel in this role you will continuously develop your product technical and regulatory knowledge staying current with the latest financial regulations. Your attention to detail and commitment to compliance will be vital in ensuring the highest standards of service for our clients.This role is suitable for all candidates nationally as we offer hybrid working with an expectation to be attend an office on a monthly basis. We have offices in Cheltenham London Cardiff Liverpool Fareham Harrogate Darlington Newbury and Grangemouth.About you:You are a detail-oriented and analytical Paraplanner with a solid foundation in financial planning backed by at least two years of experience in the field. Having a comprehensive understanding of pensions investments and estate planning you are able to research and analyse effectively clients financial positions making informed recommendations that align with their priorities and the advice provided by Financial Planners. You are qualified or close to Chartered Financial Planner with the CII.Your excellent communication skills both written and verbal enable you to produce clear and comprehensive reports while also supporting effective client interactions. You are well-versed in compliance processes ensuring that all regulatory obligations are met and that records are meticulously maintained in the CRM system. You take ownership of cases from start to finish ensuring all applications are processed promptly and in line with client and provider expectations.Key Responsibilities include:Analyse the clients current financial position and given their priorities in line with the Financial Planners advice and supporting documentation make recommendations as appropriate.Complete in full a suitability report for the Financial Planner in a timely manner.Utilise Paraplanner support tools such as Cashflow and Fund analytics as appropriate to complete the suitability report and evidence client objectives have been met in full.Ensure all data gathered by the Administrators concerning the Client(s) Financial Portfolio is complete accurate and up to date.Data gather and research new plans as appropriate.Ensure record keeping is maintained on our CRM System and that the information is unambiguous accurate and recorded in a timely fashion.Submit the completed business applications to providers in a timely manner ensuring appropriate documentation contains all new business requirements information is accurate compliant and all relevant supporting information attached.Take ownership of the case and monitor progress and submission to ensure processed in line with the providers service standards and the clients requirements.Initiate/support communications with the client by keeping the Financial Planner informed of progress and resolving any issues as they arise.Ensure all documentation and post is collected scanned and attached to relevant client file.Ensure all Regulatory obligations are discharged fully during all engagements with the client.Support the business in responding to any complaints either being handled internally or by the Financial Ombudsman Services.Ensure advice files are submitted for full file checks.Complete any remedial actions in a timely manner.Maintain continuous professional development records and a comprehensive knowledge of pensions investments and estate planning.Study and take professional qualifications appropriate to the role aiming towards chartered status.Undertake and complete any ad-hoc project work as and when business requirements dictate and in line with the management brief.Essential skills and experienceDiploma in Regulated Financial Planning (CII)Demonstratable experience working as a ParaplannerA comprehensive knowledge of pensions and investmentsGood understanding of compliance processes and issuesExcellent interpersonal listening numerical and IT skillsStrong analytical and research skillsExcellent report writing and written/verbal communication skillsGood organisational time management and caseload management skillsExperience in the financial services industry working for an Independent Financial AdviserAbility to work on own initiative sometimes for long time periodsProfessional ethical and discreetAbility to build and maintain ongoing client relationshipsAbility to work well under pressure while maintaining excellent attention to detailDesirable skills and experienceAdvanced Diploma in Regulated Financial Planning and achieved Chartered status by the CIIMinimum 5 GCSEs graded A-B (6) or equivalent including Maths and EnglishEducated to Degree levelExperience of IntellifloSalary and benefitsup to 56000 depending on experience and qualifications.Attivo also offers:Non-contributory Pension SchemePrivate Medical InsuranceIncome ProtectionCritical IllnessDeath in ServiceCashplanGenerous holiday allowance rising with length of serviceWork from home and flexible working availableSubsidised parkingExcellent culture promoting employee wellbeing and engagementRecruitment PolicyAttivo is committed to being an Equal Opportunities employer. If you require reasonable adjustments at any stage of the recruitment process please let us know and we will endeavour to make the process as accessible and as fair as possible.Please be aware that any offer of employment will be subject to satisfactory completion of pre-employment vetting as outlined by the Financial Conduct Authority (FCA) . This may include but not limited to adverse financial history criminal records UK directorship and disqualifications check.Attivo do not use recruitment agencies as we respectfully ask that agencies do not contact us in regard to posts advertised on this site.Privacy PolicyPlease visit our website to view our full privacy policy for prospective employees.Required Experience:Manager Employment Type : Full-Time Experience: years Vacancy: 1