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Paraplanner

3 months ago

West Midlands, United Kingdom MERJE Ltd Full time
Our client, a specialist Wealth Management firm are looking for a Paraplanner to join on a permanent basis. 

As Paraplanner you will actively support Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life insurance, tax planning and investment management to enable the Wealth Planner to provide a full holistic advice service to clients, which delivers good outcomes. 

Role Responsibilities 

  • Undertake appropriate, accurate and relevant research, based on the information gathered by the Wealth Planner, known information for clients in the on-going advice service and existing products/services
  • Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
  • Prepare suitability reports and letters for the Wealth Planners to provide their recommendation based on the knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
  • Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
  • Draft and co-ordinate technical documents and research for client presentation.
  • When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Wealth Planner for them to discuss with the client.
  • Undertake technical or any other relevant training to maintain and develop technical knowledge
  • Undertake and record relevant Continuous Professional Development (CPD) to develop personal knowledge and skills.
  • Demonstrate the Fitness and Propriety requirements for the FCA Certification Function for the role to be able to pass the annual assessment and continue to be Certificated.

Key Skills & Experience

  • Experience of providing a first-class paraplanning service.
  • Experience in all Financial Planning practices and disciplines including Investments, Pensions and Protection, gaining experience of dealing with more complex areas of financial planning advice.
  • Educated to at least A Level/Higher standard (or equivalent).
  • RQF level 4 Diploma in Regulated Financial Planning (or equivalent).
  • Commitment to study towards Advanced Diploma in Financial Planning, with the aim of achieving Chartered Financial Planner status (desirable).

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.