Benefits
25 days holiday + BH
Permanent parking space available
Lovely office location, access to onsite events
Social company
Pension
Will fully fund study and other development should the candidate be working towards their qualifications.
Leading Financial Services Company are urgently seeking a Paraplanner with the following duties
Overview
We are seeking an experienced and detail-oriented Paraplanner to join our dynamic financial services team on an urgent basis. The successful candidate will play a vital role in supporting financial advisers by preparing comprehensive reports, analysing client data, and assisting with financial planning processes. This position offers an excellent opportunity for individuals with strong organisational skills and a passion for financial services to contribute to a professional and client-focused environment.
Attained or working towards the Level 4 Paraplanning diploma
Role Primary Purpose:
A paraplanner assists financial advisors by researching, verifying and preparing financial reports. This job ensures that financial advice is accurate and beneficial for clients.
They do the numbers, conduct research and produce reports, easing pressure on financial advisors who need to invest more time in sustaining customer relations and strategic planning.
Much of a paraplanner's job is spent performing detailed research on various financial products. These may include investment packages, pension schemes, insurance plans and more.
Paraplanners often prepare comprehensive financial reports containing key insights and recommendations. Financial advisors use these for their clients to ensure they receive well-informed guidance to make informed financial decisions.
To ensure that all financial advice adheres to the regulations, paraplanners often play a role in carrying out compliance checks. This involves ensuring each piece of advice complies with the UK’s Financial Conduct Authority regulations.
Analytical thinking is the cornerstone of your skills as a paraplanner. You will continually be required to scrutinise complex financial information, identify trends and make solid recommendations. The ability to methodically and logically analyse a sea of data is a vital trait that defines a successful paraplanner.
General Duties/Responsibilities:
To support the Financial Adviser throughout the client journey, aiding them in preparing research and recommendations among other general duties.
To organise and analyse data for the business as is required.
Key Accountabilities
· Support the Financial Adviser throughout the client journey
· Accurately prepare suitability reports and letters to target deadlines
· Ensure all client work is compliant and supported with relevant paperwork
· Undertake comparative research in preparation of client recommendations
· Complete technical research as part of the existing arrangement review process
· Understand clients overall financial position from fact finds
· Discuss client objectives with the Financial Adviser, identifying and obtaining necessary client information to prepare the necessary suitability checks
· Ensure all client queries are appropriately investigated and accurate responses given
· Conduct annual reviews in line with SLA’s
· To action any additional duties and/or responsibilities as may be asked of you in day-to-day operations
Key Outputs
· To service a sufficient quantity of cases over any rolling period as communicated by your manager
To service cases to the expected standard, i.e. suitable file check gradings
Essential Skills
· Ability to assess suitability in line with client’s goals
· Strong analytical skills, specifically analysing financial records and providing detailed technical commentary
Strong organisation skills with the ability to manage multiple caseloads at any one time
Essential Experience
· Strong understanding of financial products and services
Essential Qualifications
Attained or working towards the Level 4 Paraplanning diploma
This role is urgent please forward an up to date cv for earliest consideration
Salary description
£40000.00 - £50000.00 per year