Paraplanner
- Location: Birmingham or Warwick
- Job Type: Full-time
- Salary: up to £35k
Reed Financial Services is proud to be representing an ever-expanding nationwide firm seeking a dedicated Paraplanner to work closely with our Financial Planner, providing high-quality service and support to our clients. The ideal candidate will be committed to continuous personal development and will possess a strong understanding of the financial planning process.
Day to Day of the Role:
- Collaborate with the Financial Planner to discuss client objectives and assist Financial Services Administrators in gathering necessary information to compile comprehensive financial suitability reports.
- Aid in identifying planning areas and sourcing solutions to meet client needs and objectives, including the preparation of tax calculations when necessary.
- Ensure client information is collected and maintained in accordance with ‘know your client' principles and company policy.
- Verify that all compliance documentation is accurate and complete when presenting suitability reports and recommendations.
- Prepare suitability reports and recommendations for approval by the Financial Planner, adhering to company policy, and prepare any necessary client documentation.
- Conduct fund research and analysis to support Financial Planner recommendations.
- Maintain and update suitability report templates to ensure compliance with regulatory and tax year changes.
- Manage a library of suitability report templates and conduct due diligence research on funds, providers, and platforms.
- Prepare and communicate monthly Cumulative return tables to Financial Planners and Team Leaders.
Required Skills & Qualifications:
- A solid understanding of the financial planning process.
- Commitment to delivering quality service.
- Excellent client communication and relationship-building skills.
- Ability to work collaboratively within a team.
- Strong planning and prioritisation skills.
- Proficiency in using systems and processes relevant to the role.
- Demonstrated honesty, integrity, and ethical conduct.
- Adaptability and enthusiasm for the role.
- Dependability and a strong personal commitment to achieving outcomes.
- Ability to work independently without supervision.
To apply for the Paraplanner position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.