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Paraplanner

Resource Matters Ltd
Job LocationAltrincham
EducationNot Mentioned
SalarySalary negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

Our national financial planning client are looking for an experienced Paraplanner to join thier busy Technical Support Team in Altrincham.The Paraplanners, referred to as Technical Support Analysts for client-facing documents, carry out the technical research and analysis needed to produce the detailed client-facing reports that explain to a client what course of action the Adviser recommendsand why this is suitable for them.The Role

    • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentations to clients and/or reports for sending to clients
    • Provide all advice within a strict ethical and compliance framework and under guidance from the Director of Risk
    • Provide technical support and back up for the Advisers and the Sales Support function
    • Complete portfolio reviews and rebalancing requests
    • Use knowledge of financial planning to question and challenge proposed solutions
    • Identify problems with workflow processes and suggest improvements
    • Deal with client and insurer queries to completion via the telephone or in writing
    • Ensure that quality assessments (peer review) have been carried out, evidenced, and signed off accordingly
    • Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required
    • Ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as requiredfrom time to time
    • Commit to continuous personal development and retain supporting records for inspection upon request by the Director of Risk
    • Manage own workflow position and provide updates to the Director of Risk
The Candidate
    • Qualified to or studying towards Diploma level qualification (Level 4) in Financial Planning
    • Excellent understanding of the Financial Planning process
    • Excellent understanding of the main financial products and the data required by Paraplanners and Advisers to analyse their ongoing suitability for clients
    • Able to work within defined business processes, as part of a team and individually on own initiative
    • Ability to achieve agreed outcomes without supervision, prioritising and planning own workload
    • Excellent interpersonal skills
    • Ability to produce detailed and accurate work consistently to a high standard
    • Good IT skills (notably MS Word and Excel, but also able to learn third party software such as Intelligent Office, FE Analytics and Selectapension)

Keyskills :
Financial AdviceParaplanningIndependent Financial Advice

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