Paraplanner

Fram Search

Posted 12 hours ago, valid for 14 days

Liverpool, Merseyside L96GB, England

Full Time

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Sonic Summary

Fram is partnering with an established financial planning firm in Liverpool to find a motivated Paraplanner for their Advisor Support team.
The position requires a Level 4 qualification or equivalent, with a preference for candidates who have some experience as a paraplanner.
The role involves gathering client information, conducting in-depth financial research, and preparing suitability letters and reports.
This opportunity offers career progression, as a previous paraplanner has transitioned into a trainee advisor role within the company.
The salary for this position is competitive, reflecting the candidate's experience and qualifications.

Level 4 or close
Career progression
Established Financial planning firm

Fram is excited to partner with an established Financial planning firm company based in Liverpool. Our client deal with HNW and they are looking for a motivated Paraplanner to join their Advisor Support team. This opportunity has arisen due to internal progression where a paraplanner has transition to a trainee advisor role. If you're passionate about making a difference in the world of advice, this is an incredible opportunity to grow your career in a company committed to giving the best advice to their clients.

Gathering information – liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
Research – carrying out in depth analysis of many different types of financial contracts.
Understanding client aims and objectives, tax position, attitude to risk etc to ensure recommendations are suitable for the individual.
Writing the Suitability letter and other reports, eg pension shortfall analysis.
Client servicing – responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances
Updating system – keeping back-office system up to date with client info and provider contacts
Preparing packs for meetings – completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements
Business submission – putting business on system accurately with commission/fee expectation and preparing paperwork for scanning
Reviews – producing detailed review reports and portfolio valuations for client review meetings
Assisting Directors with projects- involving processes, fund research, bespoke reports and any others that may arise.

An ideal candidate will have some experience as a paraplanner. A working knowledge of platforms and a proactive mindset and a desire to work towards a Diploma in Financial Planning.

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