Our client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan.
THE ROLE:
* Providing technical, research and administrative support
* Production of compliant and detailed client suitability reports and presentations
* Discuss the client's needs and objectives with the relevant adviser
* Undertake research to identify suitable solutions to meet the client's needs and objectives
* Prepare information for analysis by the adviser
* Prepare Cash-flow report where relevant
* Help manage client relationship and taking/making calls in a polite and professional manner
* Possible attendance at client meetings
* Keeping full and compliant records on file
* Liaising with advisers on a regular basis, to work on cases and provide updates
* Prioritising workload in order to meet all deadlines
* Occasionally taking on project work and assignments
* Review investment portfolio, asset allocation, risk profile etc
PERSON:
* You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
* You should be able to plan and prioritise your own workload and work with minimum supervision
* You will have excellent report writing skills and have a high technical knowledge
* Diploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
* Experience of Advisor Office
* Experience of cash-flow modelling and Wrap platforms
* Strong technical knowledge in the investment and pensions market
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