Paraplanner

4 days ago

Wokingham, United Kingdom Office Angels Full time

Office Angels are currently recruiting for a **Paraplanne**r for our client based in Winnersh.

**Role**:Paraplanner

**Location**:Winnersh

**Salary**: DOE

**The Role**:

- Lead the preparation of suitability reports for approval by the Financial Adviser, in line with company policy, and prepare associated documentation as Working with the administration team this will include the pre-completion of documentation ready forclients to check and sign.
- Responsible for day-to-day paraplanning tasks - identifying what's required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing asuitability report ready for adviser approval.
- Act as a Paraplanning mentor for less experienced team members - as they join Berkshire IFA. Adopt an inclusive and inspiring leadership style to help future team members identify any development areas they need to address to achieve their own career
- Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications are required to be recorded on the client'sfile in line with company policy in clear and intelligible
- Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives. This will include assisting in the preparation of tax calculations where
- You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalfof the Financial Adviser.
- Where necessary you will liaise with product providers and other third parties to acquire any additional information that may be required in order to assess the client's needs and to help formulate any recommendations made by the adviser.
- On occasion it may be necessary to deal with technical queries from
- You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review.
- Detailed technical knowledge and understanding of Financial Services within an IFA environment
- Financial Planning qualification or equivalent is desirable
- Excellent attention to detail and technically minded
- Teamplayer

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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