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Our client, a high-quality financial planning firm, are looking for a paraplanner to join the team; Following a period of successful business growth, the business is now seeking a highly knowledgeable, skilled, and experienced paraplanner to collaborate with their established team of financial planners.
Key Responsibilities
- You will prepare, complete, and deliver reports and annual reviews to a high professional standard; This will include collating and providing the relevant information to all key individuals.
- You will receive and implement requests from the financial planners; You will work closely with the advisers to communicate clearly with the administration team.
- You must gather and record client data as well as develop and maintain all processes relevant to technical support while undertaking product-based research.
- Where appropriate, you will attend client meetings and communicate with clients (both face to face and remote) as-well as with third parties / key stakeholders.
- You must provide reports on important measures on a regular basis.
- You will undertake professional development and training where relevant.
- You will operate within the compliance and corporate standards of the business, including compliance with the rules of the Financial Conduct Authority (FCA), anti-money laundering (AML) laws and regulations, company compliance policies and staff handbook.
- To the best of your ability, you will ensure that all compliance standards are met and that all paraplanning report templates are regularly updated in line with legislative and/or product changes.
- You will also support any other duties that would be reasonably expected while supporting a financial planning firm.
About You
- You will have a minimum of three year’s paraplanning experience.
- You will hold the level 4 diploma in financial services (CII, LIBF, or CISI); Level 6 / Chartered Status is preferred but not essential.
- You will be fully competent in all major desktop applications. For example, Microsoft Word, Excel and Outlook and financial planning software such as Voyant.
- You will possess excellent attention to detail as-well as be technically minded.
- You will have excellent verbal and written skills; You will also possess the ability to communicate clearly, concisely and articulately.
- You will have a strong work ethic and ability to work independently as-well as part of a team.
- You will be proactive with providing suggestions for improving the firms current financial planning proposition.
