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- Job Type: Full-time, Permanent
- Location: Manchester (remote working available)
- Salary: £35,000-£45,000
We are seeking a highly skilled and proactive Paraplanner to join our growing financial services client. This role requires a high level of technical knowledge in financial planning and the ability to manage multiple tasks efficiently. The ideal candidate will have a keen understanding of the financial planning process and regulatory requirements, with a commitment to maintaining compliance and achieving client-focused outcomes.
Day-to-Day of the Role:- Client File Management:
- Ensure all compliance paperwork is present and complete.
- Confirm client risk profiles are accurately determined.
- Collaborate with advisers to discuss client objectives.
- Obtain necessary information to compile financial cashflow forecasts when required.
- Maintain accurate timesheets and records.
- Preparing Recommendations:
- Identify areas for planning and conduct independent research to identify suitable solutions to meet client needs.
- Perform due diligence on recommended products in line with MiFID 2 requirements.
- Prepare information and comparisons for analysis by advisers.
- Liaise with clients’ legal and tax advisers when applicable.
- Draft recommendation reports for adviser review and approval.
- Implementing Recommendations:
- Prepare suitability letters and complete application/proposal forms in accordance with agreed recommendations.
- Ensure all compliance paperwork is orderly and complete.
- Manage documentation and finalise reports for adviser review.
- Review and Analysis:
- Regularly review client investment portfolios, asset allocations, and risk profiles.
- Assess the suitability of existing investments and pensions.
- Conduct investment analysis using tools like Financial Express Analytics and assess risk with Dynamic Planner.
- Essential: Level 4 Diploma in Financial Planning (or working towards), with aspirations to become Chartered.
- Desirable: Knowledge in technical areas such as Trusts, Pension Income Options, Financial Protection, and Financial Planning Practice.
- Strong report writing and interpersonal communication skills.
- Proficient in IT and familiar with regulatory frameworks.
- Excellent time management, prioritisation, and multitasking abilities.
- Ability to work independently and within defined business processes to achieve agreed outcomes without supervision.
- Remote working & flexible working hours
- 25+8 days annual leave (increasing with length of service)
- 4% matched pension contribution
- Private medical cover
- Annual salary review
- Bonus scheme
- Death in service policy
To apply for the Paraplanner position, please submit your CV or contact Rhyan Scott at Reed Financial Services for more information.
