1. Paraplanner
2. Growing financial firm in Cheshire
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. The first is part of a successful financial services group and have won numerous awards that only the top 5% have won. They offer a great culture and a clear progression plan with support for personal development there.
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
What's on Offer
As Paraplanner, you will get a marketing leading package which includes:
20. Salary is £35,000-45,000
21. 28 days holiday plus bank holidays
22. Employee Assistance Programme
23. Perkbox
24. Company pension scheme
25. Career development opportunities
26. Study support
27. Hybrid working - 4 days office based
28. Social events and recognition awards