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Paraplanner

Four Squared
Job LocationHalesowen
EducationNot Mentioned
Salary£25,000 - £36,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

We are pleased to be working with a Halesowen based Financial Services firm looking to recruit a talented Paraplanner to support the team. This is a super opportunity to work on a large portfolio of interesting clients in an environment which concourages growth and development.As an experienced Paraplanner you will be responsible for collecting the detailed information required to compile a client’s financial plan, this includes:

  • Check all compliance paperwork is present
  • Discuss clients Attitude to Risk and Capacity for Loss with planner with regards to possible investment options as per objective
  • Discuss client objectives with planner
  • Identify and obtain the information necessary to compile financial Cashflow forecast
  • Compile draft net worth statement; income and expenditure statements and financial Cashflow forecast and discuss with planner
  • Preparing recommendations and identify areas for planning
  • Undertake research both independently and with the financial adviser to identify suitable solutions to meet the client’s needs
  • Prepare information/comparisons for analysis by planner
  • Liaise with client’s legal and tax advisers (if applicable)
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile.
  • Prepare draft recommendation reports to be discuss/signed off by adviser
  • Implementing recommendations
  • Prepare suitability letters in accordance with the agreed recommendations
  • Ensure all compliance paperwork is in order
  • Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
  • Establish and build strong relationships with clients
  • Organise future planning meetings with clients
  • Review investment portfolio, asset allocation, risk profile etc
  • Get updates from the clients
  • Send summaries to the Planner highlighting potential advice areas for the next meeting
    • You must have the following experience:
  • Have used Intelligent Office and Standard Life Wrap platform
  • Ideally you will have achieved a Level 4 Diploma in Financial Planning.
  • You will have at least three years relevant paraplanning experience
  • You will have excellent communication skills and have the desire to support multiply planners.
    • This is a fantastic Paraplanner role with excellent future prospects for the right person. It would suit someone who feels frustrated with their lack of progression in a larger firm and wants to work in a smaller, more employee centric business.Please contact Emma Richardson for more information.Due to high volume of applications we are unable to acknowledge all applications. If we do not get back in touch within 2 weeks, please consider your application to be unsuccessful. We will try and let you know about other roles which suit your current skills and experience. Required skills
  • Asset Allocation
  • Back Office
  • Paraplanning
  • Investment Portfolio
  • WRAP

    • Keyskills :
    Asset Allocation Back Office Paraplanning Investment Ptfolio WRAP

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