Job Opportunity: Paraplanner in Southport
Our client is seeking an experienced Paraplanner to join their team in Southport. The successful candidate will support advisors in designing, constructing, and delivering exceptional financial advice tailored to client goals. Responsibilities include managing Client Reporting, Analysis & Research, and Post Review / Advice actions across diverse client needs.
Key Responsibilities:
* Prepare recommendation and annual review reports for new and existing clients, including attending client meetings and engaging with advisors.
* Assist advisors in developing investment portfolios.
* Train team members on relevant activities as needed.
* Maintain proprietary investment management tools.
* Review and improve investment management processes.
* Support planners and advisors in applying these processes.
* Act as a contact point for portfolio change queries.
* Maintain accurate CRM records, including Fact Finds and service logs.
* Contribute to process improvements and controls.
* Align with strategic and business goals, leveraging your skills and experience.
Required Skills:
* Ability to analyze and interpret data to identify patterns and solve problems.
* Proactive in anticipating client needs and supporting the team to meet review deadlines.
* Excellent communication skills for presenting solutions to planners, advisors, and clients.
* Trustworthy, diplomatic, and capable of maintaining confidentiality.
* High IT proficiency, including experience with financial analysis tools like Financial Express Analytics.
* Ability to work independently, manage goals, and handle conflicting deadlines.
Benefits:
* Royal London pension scheme (5% matched contribution)
* Sickness and Wellbeing support, including financial and health counseling
* Hybrid working arrangements
* Annual pay reviews
* Local gym membership (P11D benefit)
* Holiday purchase scheme
* Additional holiday awards (based on service)
* Online Doctor Consultation via We Care App
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