Paraplanning Specialist

1 week ago

Birmingham, Birmingham, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

**Job Title:** Paraplanning Specialist

Company Overview: We are seeking an experienced Paraplanner to support a dynamic Chartered Financial Planner within our esteemed firm.

We are looking for a skilled professional to execute the technical aspects of client meeting preparation, including conducting regular reviews, analyzing opportunities, and crafting suitability reports. A comprehensive understanding of pre- and post-retirement planning, investments, and taxation is crucial. Effective communication skills and a collaborative mindset, including mentoring and coaching, are vital components of this role.

Salary: £42,000 - £48,000 per annum (dependent on experience and qualifications)

About the Job:

The successful candidate will be responsible for ensuring a thorough understanding of the Financial Planner's requirements through effective questioning and articulation. This includes analyzing information on clients' existing financial arrangements and conducting gap analyses. The ideal candidate will also research products based on guidelines from the Financial Planner, client circumstances, and objectives to support recommendations.

Key Responsibilities:

  • Ensuring thorough understanding of the Financial Planner's requirements
  • Analyzing information on clients' existing financial arrangements and conducting gap analyses
  • Researching products based on guidelines from the Financial Planner, client circumstances, and objectives
  • Compiling personalized Suitability and Ongoing Suitability Reports that are clear, written in plain English, and compliant with regulations
  • Preparing cases for client meetings

Requirements:

  • Experience with Intelligent Office (IO) back-office system
  • Previous experience working within an Independent Financial Advisor (IFA) environment with comprehensive knowledge of all retail investment products
  • Familiarity with SIPP providers, permitted investments, and specialist funds
  • Understanding of industry legislation, including MiFID II, GDPR, and AML
  • Working towards Level 4 Financial Services Diploma qualification

Benefits:

  • Hybrid working arrangement
  • Parking facilities
  • Lunch provided
  • Pension plan
  • Examination support
  • Sick pay
  • 25 days holiday, plus bank holidays

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