Paraplanner (Pensions Management)

1 month ago


Birmingham, United Kingdom Reed Full time

Reed Financial Services are representing a Chartered firm ofIndependent Financial Planners.Based in Birmingham, thisParaplanner role will act to support the Financial Planner by carrying out the technical aspects of preparing for client meetings, including completion of regular reviews, analysis/opportunity spotting and writing suitability reports.A working knowledge of pre and post retirement planning, investments and taxation is key to this role. Develop a professional working relationship with the Financial Planner(s) by communicating regularly to understand their key requirements and priorities in order to plan the workload/meet service level agreements.
To have a thorough understanding of the company Financial Services advice process, including suitability report format, regulatory requirements imposed by the FCA and be able to deliver these within a reasonable timescale.
To understand each client’s circumstances, objectives, attitude to risk, knowledge and experience to ensure advice is appropriate and to be able to find an alternative solution for the Financial Planner where needed.
Prepare analysis of client’s existing portfolio / holdings for client meetings and updates.
Provide regular timely updates to the Financial Planner.
Work closely with the rest of theteam to share ideas and best practice, including assisting the Office Manager with all aspects of a good client experience and identify any improvements that can be made.
To take responsibility for self-development/CPD in order to maintain knowledge and understanding of regulatory developments.
Strong PC skills, with good knowledge of MS Word and Excel.
Ability to balance commercial needs with compliance requirements.
Articulate communicator, including an excellent telephone manner.
Hard working and responsive to the need to deliver a high quality support service.
Willingness to work as a key member of a small team and help others where needed.
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