Our clients are a truly independent Financial Planners, specialises in the financial well-being of their clients. The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in the wider finance industry. Being qualified Chartered Financial Planners and encouraging others to work towards that accolade are seeking a qualified Paraplanner to join the successful team which consists of 2 further Paraplanners and administrators. The role may also suit a Senior Paraplanner or team leader.
Ideally you should be Chartered or happy working towards if this is your aim.
They specialise in pensions and family wealth planning. The mission is to give all client's financial security. They achieve this by offering high levels of service and giving situationally based advice that's entirely focused upon individual needs and requirements.
Paraplanner duties:
- Maintaining client records, data gathering and relevant research.
- Utilise industry software to support in providing services to clients, for example cashflow modelling and FE analytics.
- Prepare recommendations and produce suitability reports and any associated documentation, in line with company policy, for approval by the Financial Adviser.
- Completion of documentation ready for clients to check and sign and submission of applications as appropriate.
- Building and checking new business files to ensure all documentation is correct and in place, and that all files are compliant in line with Industry and Firm standards.
- Be able to deal with clients and relevant queries.
- Day-to-day paraplanning tasks - identifying what's required, where client cases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information.
- Record any client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications are required to be recorded on the client's file in line with company policy in clear and intelligible English.
- Assist in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives.
- Tax calculations where necessary.
- Complete technical servicing letters such as taxable withdrawal letters, fund switch letters, decumulation reports.
- Where necessary, liaise with product providers and other third parties to acquire additional information that may be required.
- Experience using Intelliflo would be advantageous.