Hybrid Paraplanner

The role of a Paraplanner is to support one or more Financial Adviser/s with the advice process in a compliant and efficient manner. This involves:
Managing tasks and the advice process on X-Plan.

Conducting regular meetings with the Adviser in order to:

- Manage new business leads; o keep abreast of the Adviser’s(s) new business pipeline, their targets and how they are doing against targets; o receive and manage client meeting notes.

Undertaking research into the various different financial wrappers that can be held by a client; understanding which products are suitable for which clients and also the advantages and disadvantages of each product.

Writing client suitability reports using the company’s preferred report writing software in the following areas:

- o protection; o new pensions; o pension switches;
Self-invested personal pensions;
Retirement options; o investments, including ISAs, investment bonds, OEICs, structured products.

Understanding and using the company’s software to support the advice process, including:

- Develop a working knowledge of insurance providers websites/online client platforms