My client is currently looking for a Paraplanner to join their business in Blackpool.
THE ROLE
- Undertake Paraplanning activity for the Planners on the team and in exceptional circumstances, provide support to the wider Paraplanning team.
- Undertake appropriate, accurate and relevant research, based on the information gathered by the Planner, known information for clients in the on-going advice service and existing products/services the client has, to enable a suitable solution to be recommended to meet the client’s needs and objectives with a good outcome
- Undertake accurate calculations and cash-flow modelling where needed to support recommendations
- Prepare suitability reports and letters for the Planners to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances
- Ensure that drafted suitability reports and other communications are clear, fair, and not misleading
- Draft and co-ordinate technical documents and research for client presentation
- When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Planner for them to discuss with the client.
- Prepare and submit new account paperwork for client onboarding
- Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries
- Complete any required post meeting actions and minutes
- Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances
- Prepare letters of authority for signing
- Prepare client application forms in line with suitability report recommendations, ensuring they are actioned when returned by the client within business agreed timeframes and with accuracy
- Deal with finance queries including invoices, billing, WIP, commissions, etc
EXPERIENCED NEEDED
- Previous experienced in a Paraplanner or Prainee Paraplanner Role.
- Commitment to achieve RQF level 4 Diploma in Regulated Financial Planning within reasonable timeframe, with subsequent commitment to achieve Advanced Diploma in Financial Planning and CII Chartered status (Level 6)
BENEFITS:
- Pension: Up to 7.5% employer matching (4.5% employee minimum contribution)
- Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one
- Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health
- Life Assurance: 4x annual salary (from start date)
- 25 days holiday, increasing with tenure (+ bank holidays)
- Share Incentive Plan: Company matched shares (after 6 months)
- Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan
- Enhanced Maternity & Paternity Leave
- Wellness Days, flu jabs, eye care vouchers
- Microsoft Office for home use
- Hybrid Working after probationary period
- Discounts on the company’s own investment services