1. Paraplanner
2. Growing financial firm in Manchester
About Our Client
This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK. Based in a great location in Manchester, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive, diploma qualified Paraplanner to develop their career in the finance world.
Job Description
As Paraplanner, you will be responsible for producing suitability reports for clients, carrying out technical research and analysis for the production of detailed client facing reports, making recommendations to advisers. The collection, analysis and presentation of this data is carried out on behalf of its advisers. The Paraplanner is also responsible for:
3. Oversight of work carried out by administrators, writing reports whilst gaining a good understanding of the advisory process so they can challenge and influence to find the right solution
4. Analysis of existing assets to identify improvement of client outcomes through offering of alternative products
5. Development and addition to existing processes to improve efficiencies of the team
6. Providing analysis, detailed research of funds and providers, carry out calculations, build cashflow, report writing and product recommendations for presentation to clients and/or reports for sending to clients
7. Ensuring all advice provided is within the company's compliance framework
8. Providing technical support for advisers and sales support teams
9. Questioning and challenging proposed solutions by using financial planning knowledge
10. Drafting and trading workflows off the back of the recommendations being made in the suitability report
11. Ensuring quality assessments have been carried out
12. Updating on client and portfolio data is accurate in the system
13. Managing own workflow positions, committing to continuous personal development, and gaining a full understanding of procedures, and aware of any changes to compliance or other regulatory requirements are known
The Successful Applicant
The successful applicant for this role must have the following skills and experience:
14. Ideally diploma qualified (level 4), or those studying towards will also be considered
15. Strong knowledge of financial services
16. Excellent understanding of financial products and data required by Paraplanners and advisers to analyse ongoing suitability for clients
17. Able to work independently, as well as part of a team, and also within defined business processes
18. Excellent communication skills with ability to build relationships with stakeholders
19. Ability to produce detailed and accurate work all the time
20. Strong systems knowledge and understand of Microsoft Excel, Intelligent Office, FE Analytics
What's on Offer
As Paraplanner, you will get a marketing leading package which includes:
21. Salary £35,000-50,000 depending on experience/qualification level
22. 25 days
23. Birthday off
24. Company pension scheme
25. Commission structure based on hitting personal objectives, paid out twice a year
26. Health insurance
27. Death in service
28. Hybrid working
29. Flexible working
30. Study support if required
31. Social events and recognition awards