Paraplanner (Qualified or Part-Qualified)
Harrow
£44k-£50k
Our client is a specialist ‘whole of market’ financial planning firm providing independent financial planning advice to individuals, families, companies and trusts. They have been established to provide highly personalised financial planning service.
They now require an experienced Part-Qualified or Qualified Paraplanner to join this growing firm.
Support the financial advisers and other back office team by handling administrative tasks and report writing/paraplanning tasks such as Cashflow analysis and comparing and evaluating financial products and investment solutions.
You would be expected to work to strict deadlines to ensure the suitability reports and all tasks are completed within their expected time frames, which ensures the advisers can continue to provide their clients a valuable service.
Key Responsibilities:
- Discuss and prioritise client objectives with the Financial Advisers, then take ownership of a case and prepare an accurate suitability report which reflects these objectives and how we are recommending they look to achieve them.
- Check that we have up to date client information (i.e., FactFind, ATR, client agreement, fee agreement, handover sheet, and meeting notes) before report requests are submitted to the paraplanner queue.
- Check the client’s attitude to risk and evaluate whether their existing investment solutions remain in line with their ATR, as well as being suitable to meet their objectives.
- Carry out technical research on any existing and newly recommended financial products to provide meaningful comparisons for the advisers to present to their clients.
- Carry out individual fund and investment solution research for existing and newly recommended investment strategies.
- Produce illustrations from the relevant provider websites and platforms.
- Complete IHT calculations where appropriate.
- Complete critical yield calculations for replacement business
- Ensure all relevant compliance, internal business documents, and provider documents have been completed and are saved on the SharePoint and Intelligent Office
- Preparing suitability reports, including cashflow forecasts for a wide variety of advice areas including investment planning, pension planning, mortgage planning, IHT planning and protection planning.
- Work with the admin team and advisers to ensure reports are issued to clients in a timely fashion.
- Ensure all plans and fees on the system are kept up to date with current valuations and add any new plans and service cases to demonstrate the new business pipeline to the senior management team.
Person Specification:
- Numerical and problem-solving skills
- Accuracy and high attention to detail
- IT skills – Microsoft Office Outlook, Word, Excel
- Excellent written and spoken communication skills
- Flexibility and a positive attitude towards opportunity
- A mindset that puts the customer at the centre of everything we do
- An ability to work independently and as a team
Education/Experience Requirements:
- Minimum of 2 years’ experience working as a paraplanner.
- Part Qualified or Diploma in Financial Planning qualification
- Strong understanding of financial products, tax, pensions, and investment strategies.
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