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Paraplanner
Leicestershire
Salary – 35K (Negotiable on experience)
LE65 Area
Hours - Monday to Friday Full Time
Main duties and responsibilities of the Paraplanner:
- Fully analyse clients' requirements, develop cash flow models, and accurately record client data.
- Research and analyse financial products to meet client requirements and objectives.
- Construct financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports.
- Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.
- Prepare client reviews, updating cash flow models, investment performance reviews, and the production of supporting reports, discussion documents, and computer models.
- Deal with general client queries and attend client meetings with the Partner as required.
- Work with other practice colleagues to ensure application and provider forms are prepared as required, and clients are updated throughout the process.
- Work within and stay up to date with template changes and advice notes.
Knowledge and experience:
- Previous paraplanning experience within an IFA or Wealth Management environment
- Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience);
- Chartered Financial Planner status (preferred)
- Familiar with all major research systems (e.g. Analytics, Voyant etc.)
- Experience of the Pension Transfer market. Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not essential.
- Experience of the administration of IHT and/or Investment products;
- Demonstrates up to date knowledge of relevant regulation and legislation.
Skills and behaviours:
- Able to transpose information accurately
- Strong numeracy skills
- Comfortable using templated Suitability Letters
- Confident in dealing with third parties and can work with total discretion
- Highly organised with excellent communication skills
- Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
- Exceptional attention to detail
- Manages time effectively with the ability to multi-task
- Keeps calm when faced with conflicting demands and handles these effectively
- Demonstrates a positive attitude at all times
- Works well on own tasks as well as on shared goals as part of a team
- Enthusiasm to help clients.
If you are interested in finding out more please contact Alice Connors.
