Due to business expansion our client has an opportunity for a Paraplanner to join the business on a full-time basis.
Role
* We are seeking highly organised Paraplanner to join our dynamic team at an established Independent Financial Advisory (IFA) firm.
* 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.
* 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.
Candidate
* Level 4 Diploma (or working towards).
* Previous experience as a paraplanner or administrator in a similar financial services role, ideally within an IFA environment.
* Strong understanding of financial products (pensions, investments including bonds, protection, etc.) and financial planning tools such as cash flow modelling software.
* Familiarity with FCA regulations and the compliance requirements for financial planning.
* Excellent written and verbal communication skills, with the ability to distil complex financial information into clear, client-friendly language.
* High level of accuracy and strong analytical skills to ensure high-quality reporting and research.
Package
* Competitive salary based on experience.
* Support with continued professional development (including exam support).
* Flexible working arrangements.
* Opportunity for career progression within a growing IFA firm.
* Company pension.
* Employee discount.
* Financial planning services.
* Life insurance
Salary description
£35000.00 - £45000.00 per year