Paraplanner

Paraplanner/ Senior Paraplanner/ Report Writer/ Adviser Support/ Senior IFA Administrator/ IFA/ Financial Services / Wealth Management

We are working with an established IFA In Plymouth, who due to business growth are looking for an experienced Paraplanner.

**As a Paraplanner your key responsibilities 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 provide paraplanning support in specialist advice areas as defined by qualifications.
- 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’s On Offer?**
- Competitive Salary
- Support through qualifications and progression
- Company Bonus Scheme
- Friendly Work Environment

**What’s Next?**

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Paraplanner/ Senior Paraplanner/ Report Writer/ Adviser Support/ Senior IFA Administrator/ IFA/ Financial Services / Wealth Management