Paraplanner

3 days ago

Liverpool, United Kingdom Independent Resourcing Consultancy Full time

IRC is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner (Client Manager) to join their busy team.
The role of the Client Manager is to support the Adviser, Operations Manager and the Compliance Team when informing and advising clients on financial strategies, plans and products and be responsible in organising their workflow.
**Key Responsibilities**
Supporting the Adviser(s) in research and analysis to meet client needs and objectives
Supporting the Adviser(s) in preparing client suitability and cash flow reports
Help maintain business flow
Managing the research and analysis of financial products to meet client requirements
Managing the presentation of technical data to the Adviser(s)
Continuous professional development to meet regulatory requirements and personal development needs
Ensuring that any business conducted is completed in a responsible and compliant manner, meeting all legislative requirements
Taking control of the adviser workflow and ensuring that work is managed and distributed effectively across the support team
**The role holder is responsible for**:
The technical aspects of preparing for client meetings, including:
Preparing and compiling financial analysis data
Analysing client data and preparing cash flow analyses
Researching products to support recommendations
Compiling financial planning recommendations and suitability reports
Ensuring that all regulatory and compliance standards are met
Liaising with product providers and other relevant third parties
Ensuring that all client requirements are followed through to the appropriate conclusion
Managing, recording and monitoring client reviews on behalf of the Adviser(s)
Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets
Act as main point of contact and deal effectively with queries from clients through effective communication
Establish and build strong relationships with clients and attend client meetings with adviser if required
Organise future planning meetings with client
Identify improvements to systems and work processes in the business
Complaints handling and reports
Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo

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