Financial Planning Assistant

3 days ago

Wilmslow, Cheshire East, United Kingdom Bond Rec Full time

{"h1": "Paraplanner Role at Bond Recruitment", "p": "We are seeking an experienced Paraplanner to join our client, a leading IFA practice in Wilmslow, Cheshire. As a Paraplanner, you will play a crucial role in supporting our Financial Planners and other staff in informing and advising clients on their financial strategies, plans, products, and investments.", "ul": [{"li": "Comply with the Financial Services and Markets Act 2000 and the relevant FCA rules at all times."}, {"li": "Comply with the relevant compliance, FTC, T&C, financial crime (anti-money laundering, data security, anti-bribery, fraud, and corruption) procedures of the firm at all times."}, {"li": "Follow closely the Centralised Investment Proposition (CIP) and other advice guidelines."}, {"li": "Follow the Advice Process at all times."}, {"li": "Detailed knowledge and understanding of compliance procedures."}, {"li": "Liaise with clients in a compliant manner as detailed within the firm's compliance manual."}, {"li": "Keep up-to-date with all relevant product, legislative, and technical changes."}, {"li": "To provide support to Advisers in completing non-client facing tasks involved in preparing and administrating any recommendations being made to a client"}, {"li": "Ensure the maintenance and recording of your own personal Continuing Professional Development (CPD)"}], "h2": "Key Responsibilities", "ul": [{"li": "To ensure all client files are compliant on an ongoing basis."}, {"li": "To collate all quantitative detailed information required to support any recommendation."}, {"li": "To ensure all relevant paperwork held within a client file is present, relevant, and compliant."}, {"li": "Liaise with all Advisers on a regular basis to discuss specific case detail and seek clarification of client objectives, client attitude to risk, and client capacity for loss."}, {"li": "Ensure all appropriate 'know your client' information has been obtained and can be demonstrated within the relevant client file."}, {"li": "Prepare relevant documentation and comparisons to be reviewed with the Adviser."}, {"li": "Prepare suitability reports in accordance with the agreed recommendations."}, {"li": "Identify and discuss areas for further client financial planning with the Adviser."}, {"li": "Develop a proficiency in the use and interpretation of cash-flow modelling tools"}], "h2": "Research Responsibilities", "ul": [{"li": "Undertake the relevant research to identify suitable solutions to meet a client's objectives."}, {"li": "Annual research and associated due diligence to review and support the Centralised investment proposition, analysing and reviewing funds on the Panel."}, {"li": "Pension Transfer Analysis"}, {"li": "Off-platform research"}, {"li": "Provider product meetings & compiling due diligence and research reports on new products"}, {"li": "Communicating with providers regarding clients existing plans"}], "h2": "Essential Skills and Qualifications", "ul": [{"li": "An appreciation and understanding of the Financial Planning process."}, {"li": "Broad knowledge and enthusiasm for the financial services world."}, {"li": "A high level of technical knowledge about the financial products and services in the market."}, {"li": "An ability to work within agreed business processes."}, {"li": "An ability to achieve agreed outcomes without supervision working within agreed timescales."}, {"li": "Prioritise and plan own workload."}, {"li": "An eye for detail and thirst for accurate report-writing."}, {"li": "Excellent inter-personal skills, both written and verbal."}, {"li": "Excellent IT skills and report-writing skills."}, {"li": "Ability to work independently and in a team"}], "p": "The role is predominantly an office-based role although some local travelling is required to attend training courses and financial services provider presentations."}

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