Paraplanner

Job Description

ParaplannerWe are looking for a Paraplanner toprovide high-quality support to a fantastic team of Financial Advisers. Previous experience of conducting product market research, producing suitability letters / report writing is advantageous. The ability to use technicalfinancial planning tools, financial modelling, and back-office systems, such as Intelliflo Office or similar would also be of benefit.The ideal candidate willhave a minimum of 2 years working within the financial services industry preferably within an Independent Financial Adviser environment and will have spent some of this time working as a Paraplanner, however consideration will begiven to candidates who feel they can strongly demonstrate competence in this role and who have a good understanding of the financial planning process and associated compliance aspects.To be successful in this role, you should have the following skills and experience:

• A relevant qualification in financial planning or equivalent.
• Experience in paraplanning or financial services.
• Knowledge of products across the UK marketplace and FCA regulations.
• Ability to prepare clear and concise financial plans, reports, and suitability letters.
• Ability to use cashflow modelling software and other tools to assist with client retirement planning.
• Ability to work independently and prioritise your own workload to meet deadlines.
• Ability to communicate effectively with clients and colleagues.
• Ability to contribute to the improvement of paraplanning processes, systems, and procedures.

As a Paraplanner, you will:

• Support Financial Advisers with research and analysis to meet client needs and objectives.
• Provide technical support to the Financial Advisers ensuring advice is suitable and compliant with FCA rules.
• Maintain a good understanding of products across the UK marketplace.
• Review and update Fact Finds thoroughly to ensure all information to provide basis of advice is available, in a clear format and correct.
• Review the accompanying recommendation instruction to ensure it is suitable to the client’s needs and objectives, meets the client’s risk profile, is affordable and that the instruction is completed in full checking for errors and omissions.
• Prepare Financial Plans / Reports and Suitability Letters in the appropriate time frame along with accompanying documentation to support the recommendation and justify the provider and product suitability.
• Provide Reports and Suitability Letters with accompanying documentation to Financial Advisers with any specific notes that may help when presenting to clients.
• Prepare cashflow modelling reports to assist with client retirement planning.
• Assist with client meetings when required, including taking notes and following up on any actions required.
• Prioritise your own workflow to meet deadlines.
• Contribute to the review, enhancement and streamlining of paraplanning processes, systems, and procedures to increase efficiencies in the team.
• Comply with FCA (Financial Conduct Authority) and compliance rules.

If you are interested in this opportunity, please apply with your CV.We look forward to hearing from you soon.