Paraplanner

3 weeks ago

Birmingham, Birmingham, United Kingdom Reed Full time
{"title": "Paraplanner Role", "description": "

We are seeking a skilled Paraplanner to join our team at Reed Financial Services. As a Paraplanner, you will play a crucial role in supporting our Financial Planners by carrying out the technical aspects of preparing for client meetings. This includes completion of regular reviews, analysis/opportunity spotting, and writing suitability reports.

Main Responsibilities:

  • Develop a professional working relationship with the Financial Planner(s) by communicating regularly to understand their key requirements and priorities.
  • Have a thorough understanding of the company Financial Services advice process, including suitability report format, regulatory requirements imposed by the FCA.
  • Understand each client's circumstances, objectives, attitude to risk, knowledge, and experience to ensure advice is appropriate.
  • Prepare analysis of client's existing portfolio/holdings for client meetings and updates.
  • Conduct research and quotations for client meetings.
  • Submit a compliant file to the Compliance Director for a compliance audit to be carried out.
  • Provide regular timely updates to the Financial Planner.
  • Develop working relationships with product providers.
  • Work closely with the rest of the team to share ideas and best practice.
  • To undertake any other duties as required.

Essential Experience/Qualifications:

  • Excellent organisational and prioritising skills.
  • Excellent verbal and written communication skills.
  • Confident to communicate and influence at all levels.
  • Highly numerate and analytical with excellent attention to detail.
  • Self-motivated and able to work on own initiative.
  • Team player.
  • Solutions orientated.
  • Previous experience of working within a Paraplanner position.
  • Strong PC skills, with good knowledge of MS Word and Excel.

Key Skills/Attributes:

  • A positive, friendly, and service-oriented person.
  • Articulate communicator, including an excellent telephone manner.
  • Honesty, integrity, and ability to maintain confidentiality.
  • Hard working and responsive to the need to deliver a high-quality support service.
  • Attention to detail and exceptionally high standards of work.
", "company": "Reed Financial Services", "location": "Birmingham"}

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