Paraplanner

Job Description

Are you looking to join a Financial Planning firm who are really going places, have an excellent working environment where you are well looked after and valued, well look no further…My client who has been trading since 2010 are looking for an experienced Paraplanner to join their friendly group of existing long serving staff.Main purpose of the roleThis is a key role to provide a first-class technical and proactive support service to the Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal.You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others.The minimum qualification for this role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examination, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development.Relevant Skills and Knowledge

The requisite technical knowledge and qualifications, to meet FCA and company expectations.

Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements.

A high degree of technical product and tax knowledge enabling the most appropriate client solutions.

Ability to be able to multi-task and juggle a busy workload.

General Responsibilities

Keep up to date with relevant product, legislative and technical changes.

Ensure relevant CPD is maintained and recorded accurately.

Promoting the profile of the business within the professional and wider community.

Developing and maintaining internal relationships across the business to meet expected business and income targets.

Specific ResponsibilitiesFund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow upInterpreting and analyzing data obtained from Advisers and 3rd partiesTechnical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirementsIndependently identifying planning needsImplementing and evidencing clear centralised paraplanning proceduresProficient use of cash flow modeling softwareCoordinating the Paraplan work log and ensuring work is completed within service standardsCommunicating with the Advisers regarding their work requestsMaintenance and development of compliant client suitability templates and factual technical collateralConsulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the clientCoordination of AIS model portfolio solution and follow up with clients and platform providersCoordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawalCoordination of ongoing client assessments of suitability and the drawdown review serviceReview investment portfolios, performance and asset allocationCarry out due diligenceSubmitting business and managing the case to completionEffective time and caseload managementManaging, recording and monitoring client reviewsAssisting with the writing of technical communications for mass communications to clients and professionalsProject work, management and coordinationProviding technical training to team membersArranging training sessions for the team membersPreparation of existing client files for review and managing review requirements to ensure all client files are compliantPreparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the clientProviding technical support to the Advisers and other team membersAnswering technical client queriesAbility to achieve desired outcomes with minimum supervisionUpdating the company’s research fileAccurate system updating on IOCompetent administration through wrap platforms utilized by the companyTelephone cover and other ad hoc duties as required.BenefitsMy client have a flexible approach, operating a 37 hour week, you are able to start between 8 and 9 and leave anytime between 5 and 6, Fridays are 9-3 for everyone, you can take between 1 and 1.5hrs for lunch.Death in service 4 x salaryFree ParkingStandard pension, 3% employer contributionHoliday entitlement is 26 days (an extra day off for your Birthday if it falls on a working day).Financial assistance with further and ongoing studies Required skills

Caseload

Cash Flow

Client Services

Financial Support

Paraplanning

Keyskills :
Caseload Cash Flow Client Services Financial Suppt Paraplanning