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A Paraplanner is regarded to be a technical and motivated individual working closely with a team of financial advisers to provide research and report writing. The successful Candidate will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service. Where daily duties will consist of;
" Understanding the clients' financial situation & objectives
" Analyse clients' circumstances, objectives & risk profile
" Identify missing client information pertinent to formulating recommendations
" Liaise with financial advisers to query/challenge proposed recommendations where necessary
" Providing research, analysis & technical support
" Provide research on all relevant advice areas, products, and investment solutions
" Prepare information / comparisons, ready for analysis by the advisor
" Use of company-approved research systems to assist analysis
" Cashflow modelling analysis
" Preparing recommendation reports
" Produce client suitability reports confirming new recommendations in accordance with the Company's internal standards and compliance procedures
" Obtain accurate illustrations, key features and other relevant paperwork for advisers' presentation meetings with clients
" Assist in the completion of remedial actions following quality checking
" Maintaining client records
" Maintain accurate and up-to-date client and plan records on back-office system
" Ensure all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures
" Create, manage and complete tasks on the back-office system in accordance with Company procedures
A good overall product knowledge is required across: Pensions, Investments, Protection and Estate-planning (including use of Trusts). You MUST come from working within an IFA/Wealth Management environment.
Those who have use of Intelligent Office back-office system are of advantage, along with additional skills using Finametrica, O&M Profiler, Defaqto and FE Analytics or equivalent research tools. Experience in cashflow modelling is also a distinct advantage.
NJR15479
