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Paraplanner

3 months ago

Manchester UK, Greater Manchester, United Kingdom Stratton Wealth Management Full time

Job Title: Paraplanner

Salary: Competitive

Location: Manchester

Standard Hours: 35 hours per week

Responsible to: Director of Financial Planning


Main duties and responsibilities:


· Carry out research and analysis

· Write suitability reports and letters

· Carry out annual review analysis and reporting

· Client and adviser contact

· Provider contact / business submission

· Ensure client queries are appropriately investigated and accurate responses given

· Assist with client meetings

· Obtain Illustrations, cash flow modelling, quotes and supporting literature

· Ensure all client work is compliant and supported with relevant paperwork

· Manage and update back-office data


The Opportunity


As a business with big ambition, we are looking to build on our success to date and further expand, onboarding new advisers to grow our client bank and FUM. As such we are looking for a motivated and highly analytical paraplanner to join our team within the Manchester Head Office.


You will be responsible for analysing the client’s current financial position, assessing how to best meet the needs and objectives of the client and devising an appropriate strategy to be implemented. You will deliver your analysis and strategy within well-structured and concisely written suitability reports. As we strongly believe in a collaborative approach you will work closely with the administration team, adviser’s and key stakeholders as well as building relationships with clients, product providers and investment managers in order to deliver the highest quality of advice.


You will be a passionate and conscientious individual who embraces our holistic and bespoke approach to advice, building long-lasting and trusted relationships with our clients. The paraplanning function ensures that our client’s investment portfolios are efficiently managed and you will be key in delivering this.


The Candidate


In a constantly changing regulatory framework, the candidate needs to be adaptable. They need to be able to cope with a fast paced and deadline driven environment and be able to manage multiple cases and workload. Given our clients are typically high net worth, you will be dealing with significant investment portfolios, and therefore we require an extremely conscientious and organised individual, with a strong understanding of mathematics and an analytical mindset.


The successful candidate must:


· Have a minimum of two years relevant experience.

· Have a CII Level 4 Certificate in Paraplanning or have/be working towards a CII Level 4 Diploma in Regulated Financial Planning or equivalent qualification.

· Have a strong understanding of financial products and services

· Have the ability to assess suitability in line with client’s goals

· Have strong analytical skills, specifically analysing financial records and providing technical commentary.

· Act with honesty and integrity

· Have strong organisational skills with the ability to manage multiple cases at any one time.

· Have excellent interpersonal skills, both written and verbal.

· Have a high level of accuracy and strong attention to detail.

· Have a working knowledge of office software including: Outlook, Word, Excel and back office systems

· Be willing to undertake other such duties and responsibilities as determined by the company

· Be willing to work additional hours if required, subject to prior agreement

· Be able to work within a team and also demonstrate the ability to work independently


The company reserves the right to vary or amend duties and responsibilities of the post holder at any time according to the needs of the Company.


Benefits:


· Competitive annual salary

· 33 days holiday, including bank holidays

· Employer pension contributions of 3%

· Death in Service

· Exam support