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Experienced Paraplanner

2 months ago

Huddersfield, Kirklees, United Kingdom Lime People Search & Select Ltd Full time

Job Title: Experienced Paraplanner

Company: Lime People Search & Select Ltd

Job Type: Full-time

Location: Huddersfield

About Us: Our client is a reputable Financial Planning firm with a strong presence in the industry, offering a wide range of services including investment, tax, pensions, wills, trusts, and more.

Job Summary: We are seeking an experienced Paraplanner to join our team in Huddersfield, supporting our Key Financial Advisers. The successful candidate will be responsible for delivering high-quality written advice and reports, providing technical support to our Advisers, and ensuring all recommendations are accurate and compliant.

Key Responsibilities:

  • Provide relevant advice and compliantly via suitability letters and reports, maintaining agreed productivity levels
  • Ensure all output, including suitability reports, meet the minimum compliance standards as set out by the company
  • Undertake and fully document product and fund research
  • Obtain up-to-date information from providers (valuations, withdrawals, charges, transaction histories, etc.)
  • Obtain forms and documentation (transfer, fund switch, tax-free cash, etc.)
  • Set up clients/create expectations with product providers
  • Sourcing fund fact sheets & KIIDs
  • Create and issue Letters of Authority
  • Ensure fees, costs, and charges are being collected correctly, where appropriate
  • Scan, package, and issue reports
  • Accelerate completion of case work deemed urgent
  • Obtain Illustrations, fund fact sheets, KIIDs documents, and all related Compliance documentation
  • Ensure that recommendations are summarized accurately to minimize the risk of execution errors
  • Maintain CRM software and any document management systems
  • Other duties as required and requested to ensure the smooth running of the company as a whole

Requirements:

  • 2+ years of experience as a Paraplanner
  • Diploma qualification in Paraplanning or close to completion with experience
  • Strong research and analytical skills
  • Working knowledge of Financial Planning products, including Life Insurance, Personal Pensions, and Investments
  • Ability to work in a small team and willingness to speak directly with clients
  • Experience with systems such as Intelligent Office, FE Analytics, or Voyant, or similar

What We Offer: A competitive salary and a good solid benefits package.