Paraplanner

1 month ago

Higher Walton Warrington, United Kingdom CV-Library Full time

Our client, a leading Wealth Management firm are looking for a Paraplanner to join the team on a permanent basis. 

As Paraplanner you will be responsible for servicing existing business, platform-based work, illustrations & regular contact directly with clients & wrap/platform providers. Paraplanners will also be supporting the advisers with analysing information and conduct basic research to produce articulate and appropriate suitability reports. This must be done in such a way as to ensure that the firm’s client and service propositions are delivered in an efficient and robust way, whilst maintaining high levels of risk management, operational effectiveness..

Role Responsibilities:

Receiving instructions during debriefings from advisers following client meetings.
Interpreting data obtained by advisers during client meetings.
Analysing data and using research tools to provide solutions to meet client needs and objectives.
Providing records to support research undertaken.
Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via suitability reports, client specific illustrations and key features document.
Carrying out all tasks in a manner consistent with compliance procedures.
Preparation of existing client files ready for reviews.
Ensuring all client files are compliant on an ongoing basis.
Carrying out research and analysing products and services that is appropriate to each client’s financial circumstances.
Proposing and drafting financial solutions that meet each client’s goals, needs and objectives.
Key Skills & Experience:

At least 2 years’ experience working in a Paraplanning role, for a financial planning organisation.
Clear understanding of the financial planning process.
The ability to produce professional and technical reports, to support the advice process.
Able to work within defined business processes.
Ability to achieve agreed outcomes without supervision.
Prioritise own work load, and the work load of the Paraplanning team.
Ability to multi task and prioritise effectively.
Good level of technical knowledge of investments and Pensions advice.
Qualifications:

Level 4 Diploma qualified in financial planning.
High level of Investment and Pension knowledge. 
Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly

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