Paraplanner

Job Description

Corbel Partners was established in 2004 and welcomed their first clients a year later. What began as a traditional independent financial adviser practice has become a trusted support network for advisers. Although their home is in the North West, they are a national company serving 145 advisers all over the UK. Alongside their clients, they manage a large and diverse portfolio. They’re proud of their continued success, and have strong plans for further growth in future.

Package Details:

The successful candidate will receive a Salary of £30,000-£36,000 Per Annum

Other benefits include:

• 20 days holiday + 3 extra days for Christmas closure
• Pension scheme
• 2x DIS
• Optional PMI
• Onsite parking
• Home based & office working available
• Exam support and training

Purpose of 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 to support the client advisory process, playing a key role in the business.

Duties and Responsibilities:

Your duties 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 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.

The Ideal Employee:

Relevant Skills/Experience

• 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.
• 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.

Experience required:

• Minimum 2 years’ experience in paraplanning

Qualifications required:

• Level 4 Diploma if LIBF/CISI or very close to Diploma with CII