Paraplanner

Job title:

Paraplanner

The company:

Our client is a small IFA Firm with two business writers and two support staff. The business originated as an Insurance Broker in 1963 and started providing financial advice in the 1980s. They major on providing an excellent level of service to their clients, many of whom have been clients for 20-30 years.

The role:

The purpose of this role is to act as a Paraplanner within the business. This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.

Duties and Responsibilities:

Your duties and responsibilities will include but not be limited to:

• 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.
• Compile suitability reports
• Undertake necessary research and analysis including fund analysis, product comparison, product analysis, fund research, charges analysis.
• Pre-populate client application forms.
• Record monitor and report on progress.
• Instruct the IFA Administrator to proceed with preparation packs for clients.
• Ensure that potential service delivery failures are brought to attention.
• Deliver an efficient and valuable service by operating in a timely fashion and offering constructive ideas and feedback.
• Check files are fully compliant.
• To build a strong working relationship with the Advisers in order to provide exceptional support in the delivery of their business strategy.
• To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
• To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
• Liaising with Partners on a regular basis, to be agreed, to update, maintain and review work in progress and task lists.
• Compile meeting preparation packs and attend meetings when required.

Package Details

The successful candidate will receive a basic salary of £40,000 to £50,000 Per Annum.

• Pension 5% employer 5% employee
• 25 days Holiday plus bank holidays, plus 3 days between Christmas and new year.
• Hybrid working

The Ideal Employee

• A minimum of 2 years paraplanning experience
• You will have a working knowledge of core financial products including mortgages, pensions, ISAs, Investment Accounts, Bonds, and all forms of protection.
• To be aware of all relevant FCA regulations and guidelines relating to financial services including MiFID II, GDPR & PRIIPS.
• To be efficient, diligent, and disciplined in all tasks undertaken.
• Must be a great team player and be able to work collaboratively and effectively with colleagues.
• High attention to detail.
• The ideal candidate will have knowledge and proficiency in investment research tools and analysis.
• Would be an advantage to have experience of cash-flow planning tools.
• Excellent organisation, communication, and numeracy skills both written and oral.
• The ability to work accurately under pressure of tight deadlines.
• The ability to prioritise tasks and remain calm under pressure.
• The ability to work from your own initiative.
• Excellent accuracy and attention to detail.
• To have a forward-looking, can do attitude when dealing with client instructions.
• You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines.