Paraplanner

Fram Search

Posted 5 days ago, valid for a month

Preston, Lancashire PR3 3XR, England

Full Time

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Sonic Summary

Fram is partnering with a financial planning firm in Lancashire to hire a Level 4 Paraplanner due to growth in the company.
The role involves providing comprehensive support to a team of financial advisors and requires at least a few years of paraplanning experience within an IFA.
Responsibilities include researching financial products, writing reports, maintaining client records, and ensuring compliance with regulations.
Candidates should have strong skills in Word, Excel, and Outlook, as well as excellent customer service and communication abilities.
The position offers a competitive salary and is hybrid in nature, allowing for flexibility in work location.

Hybrid
Level 4 or close too
Competitive salary

Fram is excited to partner with an established Financial planning firm company based in Lancashire. Due to growth, they are looking to hire a level 4 Paraplanner to provide comprehensive support to the Financial Planning team. Paraplanners, work in a pod system supporting 4 financial advisors, allowing you to get to know the clients, Financial planning product and providers well. This is a varied and busy position requiring the successful candidate to provide a full range paraplanning support including knowledge or Pensions, retirement planning, investments, and tax planning Some of the responsibilities:

Research financial products and funds, and conduct technical research on existing and new products
Write finance reports, cash flow analysis, and suitability reports
Build relationships with clients, respond to client inquiries
Maintain client records, including risk profiles and compliance paperwork
Ensure compliance with regulations and legislative obligations
Provide technical support and knowledge to financial advisors and other staff
Keep up to date with industry knowledge and new products
Collaborate with financial advisors and the administration team

An ideal candidate will have at least a few years’ paraplanning experience within an IFA. Experience writing complex and details reports along with a good knowledge of Word, Excel and Outlook, with excellent customer service, written and verbal communication skills. Candidates must be level 4 or very close too.

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Paraplanner

Financial Planner

Financial Planner

Financial Adviser/IFA: client bank provided