Chartered Paraplanner

Bond Recruitment is proud to be
recruiting for a Chartered Paraplanner to join the Paraplanning team at our
client, a very well respected and established national firm of IFA’s based in
Stokenchurch, Buckinghamshire.

The position will be suitable
to a Chartered Paraplanner  who has a
minimum of 5 years background in Paraplanning.

It is essential that candidates
demonstrate a strong background within a similar environment as a Paraplanner
as well as having an outgoing and aspirational personality.  To be successful in this Paraplanning role, you
will also need to be a good communicator and have a working knowledge of the
financial services industry across the full range of investments, pensions,
retirement solutions, trusts and both personal and business protection.

Your key responsibilities will
be provision of high quality technical support and a good standard of literacy,
written grammar and numeracy. Day to day duties will include fund and product
research, writing bespoke and compliant suitability reports, preparing client
portfolio review analysis, reviewing letters, overseeing the implementation of
investments, cash flow modelling, attendance at client meetings and liaising
with team Administrators to ensure general client administration is kept up to
date.

You will be computer literate
with the ability to use Microsoft Office including Excel and Word with a good
knowledge of analytical tools and numerical aptitude.

Job Responsibilities

The key duties of the role are:

• Writing
  Financial Planning Reports that our Planners present to clients.
  
• Supporting
  the Planners by conducting research on products and helping find the right
  solutions for our clients.
  
• Assisting
  with reviews and customer requests as well as acting as a point of contact
  for our clients to deal with day -to -day queries.
  
• Arranging
  for plans to be submitted to provider companies.
  
• Maintain
  client records on the company software and ensure the client and firm's
  files are well presented, accurate and compliant.
  
• Preparation
  of client review packs.
  
• Illustration
  requests.
  
• Keep
  up to date with financial products and legislation.
  
• Comply
  with all company and industry guidelines, rules and regulations.
  

Requirements

• Experience
  in a Financial Advice firm and Paraplanner/ report writing skills is
  essential.
  
• Diploma
  qualified is desirable but consideration will be made for candidates who
  have the relevant skills and experience to do the job.
  
• A
  reliable individual who has the ability to manage and prioritise
  workloads.
  
• Outstanding
  communication skills at all levels.
  
• Ability
  to produce business correspondence, proof read for grammar, spelling and
  punctuation with a high degree of accuracy.
  
• Analytical
  and problem -solving skills.
  
• Experience
  of working as part of a team.
  
• Excellent
  organisational and multi -tasking abilities are essential.
  
• Flexibility/
  adaptability to cope with change.
  
• Confident
  with IT and office software packages Word, Excel, PowerPoint.
  

Benefits