Paraplanner

Job Description:

Our client, a successful wealth management firm, are looking for a Paraplanner to join the business to provide paraplanning support, ensuring the highest possible standard of client service delivery that is consistent, compliant and provided proactively in line with the company values.

Working closely with Financial Advisers and IFA Administrators to support the clients’ advisory process, playing a key role in providing an all-important, quality, sales support function through the effective use of software, as well as following set processes and procedures.

The role will involve taking responsibility for the following;

• 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.
• Undertake necessary research and analysis, including
  • Fund research and analysis
  • Product comparison and analysis
  • Charges analysis
  • Investigation of taxation implications (IHT, CGT, LTA, CEG etc.)
• Compile suitability reports, detailing the recommended advice to suit the client’s needs.
• Discuss the reports with the Financial Adviser, amending as necessary.
• Instruct the IFA Administrator to proceed with preparation of client packs.
• Record, monitor and report on progress via Intelligent Office
• Report obstacles and deviations from the agreed timescales to the Financial Adviser and IFA Administrator so that client expectations are appropriately managed.

Key Requirements;

• RQF level 4 Diploma in Regulated Financial Planning (or equivalent) or working towards.
• Previous experience in a Paraplanning role