I am recruiting for a Paraplanner role that is full time office based role. The role is working alongside the Director of the Financial Planning practice and supporting with aspects of Paraplanning.
Role duties
- · Manage the planning workflow
- · Receive and implement requests from the Adviser(s)
- · Gather and record client data
- · Prepare and compare financial analysis
- · Prepare reports to a professional and timely standard
- · Provide information for annual reviews and identify areas not covered
- · Communicate with selected clients (face to face or remote) and third parties
- · Develop and maintain all processes relevant to technical support
- · Delegate and communicate clearly with technical and client support
- · Undertake financial planning and product-based research
- · Operate within the compliance and corporate standards of the business
- · Undertake appropriate professional development and training
- · Report on key measures on a regular basis
Skills, knowledge and experience
- · Ideally be part qualified in financial diploma Level 4
- · High level of technical knowledge
- · Ability to use technical financial planning tools, financial modelling and back office software e.g. FE Analytics, Selectapension, Voyant
- · Clear understanding of an adviser's role
- · Interpersonal skills to develop and maintain client trust and inspire confidence
- · Articulate - able to communicate effectively in verbal and written form
- · Solutions orientated - imaginative
- · Highly organised, methodical, analytical, disciplined, able to work to deadlines
- · Ability to use back office systems: Intelliflo Office (IO) and Virtual Cabinet (our document management system)
You must have a minimum of 2 -3 years paraplanning experience to be considered for this role.
Job Type: Full-time