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Paraplanner

3 months ago

Wolverhampton, United Kingdom Recruitment Solutions (Folkestone) Ltd Full time

A leading, reputable wealth manager currently requires an Experienced Level 4 Qualified Paraplanner, to join it’s vibrant and friendly team. An extremely exciting career opportunity for a motivated and ambitious individual to develop, with the opportunity to ultimately get into advice.

An exceptional package is available alongside being able to work on a hybrid basis, 2 days at home.

Paraplanner role:

You will be providing paraplanning support for the advisers within the firm, helping them with giving the best financial advice to their clients. This includes preparing client suitability and annual review reports, ensuring they adhere to both FCA and firm guidelines. You will research products, fund, and investments, undertake tax calculations, and keep up to date with tax rule changes.

Paraplanner Duties:

To provide technical support to the Advisors and Directors in informing and advising on financial planning factors, and on utilising suitable plans and products. To organise the reports and illustrations in a timely and accurate manner, to ensure business can be processed efficiently.

The day-to-day duties and responsibilities of a Paraplanner are as follows

* Providing high quality support to the advisor team, responding to advisor queries in a timely manner

* Inputting of CFR documentation onto salesforce

* Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome

* Producing accurate IHT calculations and cash flow models

* Preparing and producing suitability letters, reports, and illustrations

* Ensuring the end-to-end compliance process is followed

* Ensuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first time

* Ensuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to date

* Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and company requirements, both internally and externally

* Processing new business to a high standard and in line with processes

* Liaising with the wider administration team to ensure business processing is completed to regulatory standards

* Demonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practice

* Ensuring all advice sets are logged appropriately on all relevant systems

* Advising the Paraplanning Lead of any challenges or delays in the completion of work

* Overseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriate

* Managing own learning and development, attending relevant training sessions where needed

* Provide cover for other team members upon request as per the business need

* To uphold the standards of the client service charter

* Keep up to date with comms and regulatory changes (attending webinars etc..)

* Contribution at Paraplanning team meetings

Paraplanner Package / What’s in it for you…

* Salary to c£45,000

* Hybrid Working

* Exam Support

* Opportunity to progress into Advice

* Auto enrolment (Pension)

* Healthcare plan upon successful completion of probationary period

* Private Medical Insurance cash plan which includes Dental/Opticians etc.

* 25 days holidays excluding bank holidays.

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