Paraplanner

2 months ago

Altrincham, United Kingdom Bond Rec Full time

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Altrincham.


Role overview

  • To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners
  • To ensure that the preparation of advice is of the highest quality and is prepared in a timely manner
  • To assist the Technical Services Manager in mitigating and highlighting any risks to the business
  • To provide relevant MI data when requested to the Management Team


Responsibilities

Research, Technical Support, Written Reports and the Preparation of Advice

  • To provide technical support, highlighting areas of possible business to Advisers
  • To use the approved research tools to provide the adviser with research to support their recommendations
  • To analyse and research options for the advisers including products and providers as necessary
  • To deliver high quality reports in a timely manner, covering a variety of areas including Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning
  • To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner
  • To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate

Skills required

  • Attention to detail
  • Strong technical knowledge of financial services
  • Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients
  • Effective technical and product research using own initiative where appropriate
  • Ability to manage time and your own workload as well as working in a team
  • Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards
  • In depth understanding of compliance within Financial Services
  • Microsoft Office, including, Excel, Word, PowerPoint and Publisher


Qualifications

Diploma in Financial Services (or working towards equivalent)


Knowledge

An understanding of Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning


Experience

A minimum of two years’ experience in Financial Services

If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.

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