Job description
My client is currently looking for an experienced Paraplanner in Liverpool.
What will you be doing?
1. Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners.
2. Ensuring that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets
3. Supporting financial planners with client meetings including presentation of cash-flow and other duties such as preparing responses on technical matters
4. Carrying out any necessary technical research
5. Ensuring client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
6. Working with the Financial Planner to ensure the correct client outcome in achieved
Attending client meetings to support the Financial Planner in the delivery of cash-flow modelling, as required
7. Managing own workload to meet personal targets
8. Communicating effectively with the Financial Planners to manage expected delivery dates
9. Responsible for managing process, tasks and complying with FCA guidelines
10. Maintaining core systems ensuring that all documents are uploaded to the back-office system to support the advice
11. Identifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
To be successful in this role, you should have:
12. Demonstrable experience of paraplanning gained with a proven solid technical knowledge
13. A good knowledge of advice and understanding of clients' needs and the desired client outcomes
14. Proven track record of delivering written financial advice
15. Good organisation and prioritisation skills; able to work independently and within a team
16. Excellent communication skills both written and verbal
17. Good stakeholder management with positive influencing skills
18. Literacy, numerical and analytical skills are essential
19. Level 4 qualified
As a colleague here you will have access to benefits that include:
20. Competitive salary
21. Private medical insurance
22. Life assurance
23. Pension contribution
24. Hybrid working model (role dependent)
25. Generous holiday package
26. Option to purchase additional holiday
27. Shared parental leave