Paraplanner
1 month ago
Paraplanner
Pattingham, Wolverhampton
£35,000 - £45,000 per annum (based on experience)
Permanent position
Vacancy Overview: We are currently looking for an experienced Diploma-qualified Paraplanner to join a growing financial planning business in the Pattingham area of Staffordshire, just outside Wolverhampton.
The successful candidate will be responsible for working closely with the Paraplanning Lead in the research, preparation and drafting of compliant client reports, to assist in the provision of excellent client advice.
The day-to-day duties and responsibilities of the Paraplanner will include:
* Ensuring that all advice given by advisers meets relevant industry and company standards, and gives clients the best possible outcomes
* Provide technical support to the Advisors and Directors in informing and advising on financial planning factors, and on utilising suitable plans and products.
* Organise reports and illustrations in a timely and accurate manner, to ensure business can be processed efficiently, and the suitability of the advice given enhances the Practice’s PQS (Practice Quality Score)
* Providing high quality support to the advisor team, responding to advisor queries in a timely manner
* Inputting of CFR documentation onto salesforce
* Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome
* Producing accurate Inheritance Tax calculations and cash flow models
* Preparing and producing suitability letters, reports, and illustrations
* Ensuring the end-to-end compliance process is followed
* Ensuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first time
* Ensuring Advisor and Paraplanning Lead and client are always kept up to date
* Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and wider Practice requirements, both internally and externally
* Liaising with the wider administration team to ensure business processing is completed to regulatory standards
* Demonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practice
* Ensuring all advice sets are logged appropriately on all relevant systems
* Overseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriate
* Managing own learning and development, attending relevant training sessions where needed
* Provide cover for other team members upon request as per the business need
* To uphold the standards of the client service charter
* Keep up to date with comms and regulatory changes (attending webinars etc..)
* Contributing at Paraplanning team meetings
Experience required:
* 2 - 5 years previous Paraplanning experience in a similar environment
* Diploma or equivalent (or Higher) qualification in Paraplanning is required
* Ability to get to Pattingham for work Monday - Friday each week
* Excellent communication and relationship building skills in person, over the telephone and using email contact etc.
* Ability to work using your own initiative and also as part of a wider team is essential
* Good IT skills
If you have the experience and relevant qualification required, and would like to join a growing, successful financial practice in a permanent position, please apply today
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