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Paraplanner

Artemis Recruitment Consultants Ltd
Job LocationLondon
EducationNot Mentioned
Salary£30,000 - £40,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Paraplanner Job Description:The role of the Paraplanner is to support one or more Financial Adviser/s with the advice process in a compliant and efficient manner. This involves:

  • Managing tasks and the advice process on XPlan
  • Conducting regular meetings with the adviser to:
  • Manage new business leads
  • Keep abreast of their new business pipeline, their targets and how on track they are with these targets
  • Receive and manage client meeting notes
  • Undertaking research into the various different financial wrappers that can be held by a client; understanding which products are suitable for which clients and the advantages and disadvantages of each product.
  • Writing client suitability reports using the company’s preferred report writing software in the following areas:
  • Protection
  • New pensions
  • Pension switches
  • Self-Invested Personal Pensions
  • Retirement Options
  • Investments, including ISAs, Investment Bonds, OEICs, Structured Products
  • Keeping abreast of current pensions and tax legislation; applying this to client scenarios to meet objectives and ensure best advice is given.
  • Understanding and suitably applying the company’s investment process and various investment offerings to suit a client’s risk profile, personal circumstances and financial objectives.
  • Understanding and using company software to support the advice process, including:
  • Genovo
  • SelectaPension
  • Dynamic Planner
  • Xplan
  • Iress
  • Voyant
  • Developing a working knowledge of insurance provider websites/online client platforms to assist with:
  • Printing the correct documentation to support business sign-ups
  • Performing online fund switches
  • Managing client data
  • Working with the adviser to prepare for client meetings and assisting with regular client reviews (the review process)
  • Supporting the adviser in building cashflow models to assist clients in overseeing their financial position and forecasting future financial scenarios.
  • Managing fund switches on clients’ pensions and investments. Communicating with clients, ensuring they are invested in line with their risk profile and placing fund switches.
  • Dealing with withdrawals from pensions and investments. Communicating with clients, assessing any tax implications and placing withdrawals.
  • Preparing new business cases for compliance sign off.
  • Working with the compliance and operational support departments to ensure the successful submission and completion of new business applications.
  • Building relationships with clients both over the telephone and via email.
  • Attending client meetings with the adviser, if required.
    • Please email CV if interested. Required skills
  • Financial Services
  • paraplanner
  • ifa support
  • suitability reports

    • Keyskills :
    Financial Services paraplanner ifa suppt suitability repts

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