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Paraplanner

Clark James Recruitment
Job LocationLeeds
EducationNot Mentioned
Salary£35,000 - £37,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Working on behalf of a highly successful national IFA firm who provide holistic financial advice to personal clients and businesses, we are seeking an experienced Paraplanner to be based in Leeds.Working as Paraplanner, you will be responsible for providing Paraplanning support, ensuring the highest possible standard of client service delivery that is consistent, compliant and provided proactively, in line with the Company’s values, as well as mindful of Treating Customers Fairly (TCF) at all times.You will be working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures.Primary duties/Key Responsibilities

  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
  • Undertake quotes using relevant in-house platforms or request quotes from external providers.
  • Undertake the necessary research and analysis, including:
    • o Fund analysiso Product comparisono Product analysiso Fund researcho Charges analysis
  • Compile suitability reports detailing the recommended advice to suit the client’s needs, uploading the report into the system for the Financial Adviser to pick up remotely.
  • Discuss the reports with the Financial Adviser, amending as necessary.
  • Instruct the IFA Administrator to proceed with preparation of the pack for the client.
  • Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
  • Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review workflow across the team.
  • Report obstacles and deviations from the agreed timescales to the Financial Adviser and IFA Administrator, so that client expectations are appropriately managed.
  • Ensure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened.
  • Support the Treating your Customers Fairly (TCF) initiative.
    • To be considered for the role, you are required to have demonstrable knowledge and experience of Paraplanning, including knowledge with O&M, FE Analytics, Avelo Exchange, Voyant, Wrap comparators etc and you will ideally be Level 4 Diploma qualified. Experience of, or understanding and a willingness to work with, a centralised investment proposition is essential, as well as experience of including additional bespoke explanations for recommendations made outside of the standard template.Liability and DisclaimerThe information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.Please noteAll applications received will be dealt with in the strictest confidenceDue to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities. Required skills
  • Financial Advice
  • Paraplanning

    • Keyskills :
    Financial Advice Paraplanning

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