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Paraplanner - Chartered Financial Services Firm
2 months ago
We are seeking a highly skilled and motivated Paraplanner to join our team at Robinson Financial Careers. As a Paraplanner, you will play a crucial role in supporting our Financial Advisers in preparing recommendations and maintaining client records.
Key Responsibilities- Liaise with various providers to gather and correlate plan/policy information, ensuring a smooth and timely business process.
- Manage and maintain precise records of pipeline and submitted business to update clients and Advisers accordingly.
- Collate and evaluate client policy/investment/pension information.
- Write suitability reports and research products and funds using software such as Select A Pension, FE Analytics, and Defaqto.
- Create and maintain client files and enter details onto back-office databases.
- Liaise with Trainee Paraplanners and submit business on internal and external systems.
- Prepare paperwork and process new business submissions to Business Quality.
- Liaise with stakeholders from compliance departments to external providers.
- Develop a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products.
- Ability to build strong working relationships with IFAs and the rest of the team.
- Previous experience in a similar role within a financial services business, minimum 1-3 years.
- Diploma qualified or working towards.
- Understanding of the Financial Planning process.
- Able to work within defined business processes.
- Ability to achieve agreed outcomes without supervision.
- Prioritise and plan own workload.
- Attention to detail and accuracy.
- Articulate.
- Excellent interpersonal skills, both written and verbal.
- Ability to multitask and prioritise effectively.
- Good IT skills.
- Good report writing skills.
- Experience in maintaining good working relationships in the delivery of financial advice services.
- Experience in writing complex and detailed reports for cases.
- Ability to assess information, make comparisons, and identify critical features.
- Ability to acquire, update, and apply new skills and knowledge.
- Set own goals and want to deliver agreed targets.
- Proficient knowledge of Pensions and retirement planning, Investments, tax planning, and regulation within the financial services industry.
- Competitive compensation dependent on skills and experience.
- 25 days annual leave.
- Birthday off as additional leave.
- Auto-enrolment pension after age 22.
- Death in Service.
- Training and support towards industry-recognised certifications.
- Cycle to work scheme.
