Paraplanner

3 weeks ago

Alderley Edge Cheshire, United Kingdom Bond Rec Full time

Bond Recruitment is proud to be working with a leading Financial Planning firm in Alderley Edge, they are currently recruiting for a Paraplanner to join their growing team.

You will be have at least 2 years experience in a Paraplanning role and be level 4 qualified (or very close to), technically sound, and presentable, as the successful candidate will attend client meetings.

The role of the Paraplanner is to support the Adviser when informing and advising clients on financial strategies, plans and products and be responsible in organising their workflow.

Key Responsibilities

Supporting the Adviser in research and analysis to meet client needs and objectives

Supporting the Adviser in preparing client suitability and cash flow reports

Help maintain business flow

Managing the research and analysis of financial products to meet client requirements

Managing the presentation of technical data to the Adviser(s)

Continuous professional development to meet regulatory requirements and personal development needs

Ensuring that any business conducted is completed in a responsible and compliant manner, meeting all legislative requirements

Taking control of the adviser workflow and ensuring that work is managed and distributed effectively across the support team

The role holder is responsible for:

The technical aspects of preparing for client meetings, including:

Preparing and compiling financial analysis data

Analysing client data and preparing cash flow analyses

Researching products to support recommendations

Compiling financial planning recommendations and suitability reports

Ensuring that all regulatory and compliance standards are met

Liaising with product providers and other relevant third parties

Ensuring that all client requirements are followed through to the appropriate conclusion

Managing, recording and monitoring client reviews on behalf of the Adviser(s)

Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets

Act as main point of contact and deal effectively with queries from clients through effective communication

Establish and build strong relationships with clients and attend client meetings with adviser if required

Organise future planning meetings with client

Identify improvements to systems and work processes in the business

Complaints handling and reports

Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo

Please apply today and one of our consultants will be in touch to go through the details.

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