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Paraplanner

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Job Description - Paraplanner

We are working with this prestigious financial planning firm near Guildford who are seeking a paraplanner to join the team

Key Attributes

  • Excellent report writing skills
  • Good technical knowledge of advice and product options.
  • Able to analyse statistics
  • Able to conduct research for appropriate providers and investments.
  • Good understanding of compliance issues.
  • Interpersonal and IT skills.

Requirements and typical activities

  • To analyse fact-finding data and understand if there is sufficient information on
  • which to base a suitability report.
  • Understanding the required content of a suitability report and conducting own
  • research into any missing information before compiling it.
  • Able to use paraplanner on-line software to amend and mould template report into
  • a client-specific document.
  • Knowledge of Analytics and back office systems such as Intelliflo.
  • Working with IFAs on what recommendations would best suit the client in line with
  • their objectives and circumstances.
  • Liaising with compliance on pre-sale checks, maintaining logs, use of risk warnings
  • etc.
  • Working with the admin team on obtaining all the policy information, initial
  • questionnaire responses for switches, logging of client data onto Intelliflo and
  • completion of the client file.
  • Doing project work including in depth research and analysis and recommendations
  • on matters such as platform reviews, tax-planning products and providers based on
  • established criteria.
  • Due Diligence work on providers of certain products e.g. VCT and EIS.
  • Dealing with clients’ technical queries and providing generic guidance in the absence
  • of IFAs.
  • Attending relevant CPD events for role and keeping a log of all CPD activity
  • completed.
  • Maintaining low risk KPIs for internal certification, including file review grades, CPD,
  • pre-sale checks, productivity and abiding by the conduct rules.
  • Maintaining regulatory and compliance knowledge by completion of mandatory
  • training, understanding of compliance manual and employee handbook.
  • Completion of suitability reports in a timely fashion and meeting any targets agreed
  • with the directors
  • Being able to use web-based software including Synaptics, Square Mile and
  • Paraplanner on-line.
  • Processing new business including pension and ISA switches.

Qualifications Required:

Preferred to have Level 4 Diploma in Financial Planning. Part diploma will be considered

Original job Paraplanner posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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