Paraplanner

3 days ago

Alderley Edge, United Kingdom Heat Recruitment Full time

Paraplanner/ Report writer/ Senior Paraplanner/ Junior Paraplanner/ IFA/ Wealth Management / Financial Services

We are working with an established IFA practice who have a great reputation in Cheshire and are now looking to bring on a new Paraplanner. It is an exciting time to join the business as they have recently been taken over by a large national law firm, whoare looking to increase their Wealth Management offering, so there is plenty of scope for further development.

**As a Paraplanner your duties will include**
- To log and manage paraplanning requests from advisers.
- To provide paraplanning support for basic and complex new business such as; individual protection, business protection, Investment contributions and replacement business, pension contributions, pension drawdown and esoteric investments.
- To assist Pension Switch Team as needed.
- To ensure the adviser has sufficient know your client information recorded within the back-office system, including fact find, objectives and rationale, attitude to risk, investment objectives and existing plan information.
- To liaise with advisers where information is incomplete or unclear.
- To conduct provider and fund research as required, including risk scoring existing and proposed investments, past performance and charges information (using Dynamic Planner & FE Analytics).
- To produce quotes/illustrations using provider sites, Assureweb & IRESS.
- To prepare cash flow modelling forecasts in line with group cashflow guidance.
- To draft suitability reports based on fact find information, file notes and research.
- To seek approval from the adviser and finalise suitability reports, including remedial work as specified by the file checking team.

**What on Offer?**
- Salary up to £40,000
- Support through exams and progression
- Annual bonus scheme
- Friendly office environment

**What’s Next?**

Paraplanner/ Report writer/ Senior Paraplanner/ Junior Paraplanner/ IFA/ Wealth Management / Financial Services

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