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Paraplanner

Coast Specialist Recruitment
Posted 20 days ago, valid for 7 days
Location

Snodland, Kent ME6, England

Salary

£28,000 - £33,600 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a well-established wealth manager, is seeking an experienced Paraplanner to join their dynamic team.
  • The role involves supporting Financial Advisors by preparing financial reports, conducting research, and delivering tailored client advice.
  • Candidates should have previous experience as a paraplanner or administrator in a similar financial services role, ideally within an IFA environment.
  • The position requires a Level 4 Diploma and offers a salary of £40,000 to £50,000 depending on experience.
  • Strong communication skills and attention to detail are essential for producing accurate reports and maintaining client relationships.

Our client a very well established wealth manager is looking for an experienced Paraplanner to join there dynamic team.

The successful candidate will play a crucial role in supporting our Financial Advisors by preparing high-quality financial reports, conducting research, and ensuring the delivery of tailored client advice.

Key Responsibilities:

  • Client Research: Conduct thorough research and analysis on financial products, market trends, and client portfolios to support IFAs in making informed recommendations.
  • Report Preparation: Produce detailed and compliant suitability reports based on the IFA's recommendations, outlining tailored financial solutions for clients.
  • Client Liaison: Assist in gathering client information, communicating with clients on behalf of the IFA, and managing ongoing relationships where necessary.
  • Financial Planning: Help construct cash flow models, investment strategies, and retirement plans in line with clients' objectives and risk profiles.
  • Compliance: Ensure all recommendations and client documentation are compliant with current regulations and company standards, adhering to FCA guidelines.
  • Administration Support: Collaborate with the administration team to manage the timely and accurate submission of paperwork, policy documents, and client records.
  • Review Meetings: Assist in preparing for client review meetings by updating reports, performance summaries, and product recommendations.
  • Ongoing Development: Stay updated on market changes, product developments, and regulatory updates to ensure advice remains relevant and compliant.

Key Requirements:

  • Qualifications: Working towards Level 4 Diploma
  • Experience: Previous experience as a paraplanner or administrator in a similar financial services role, ideally within an IFA environment.
  • Technical Skills: Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modeling software.
  • Regulatory Knowledge: Familiarity with FCA regulations and the compliance requirements for financial planning.
  • Communication: Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language.
  • Attention to Detail: High level of accuracy and strong analytical skills to ensure high-quality reporting and research.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.