Paraplanner

Our client, an established Financial Advice firm are looking for an experienced Paraplanner to join the team on a permanent basis.

As Paraplanner you will need to prepare and produce robust suitability reports, as well as providing technical research services to all the Financial Advisers, covering a variety of advice types, including Defined Benefit Transfers. The Paraplanner will need to ensure that the preparation of reports and technical research is of the highest quality, delivered in an efficient and compliant manner whilst mitigating any risks to the business

Role Responsibilities:

• Prepare suitability reports, using the templates provided, for a wide variety of advice types.
• Carry out technical research on existing and newly recommended products, along with fund research, where required.
• Ensure all relevant compliance, internal business documents and provider documents have been completed and are located on the back office system.
• Ensure all tasks are carried out and completed in line with company policy and procedures.
• Maintain awareness of, and act in accordance with all Compliance and legislative obligations.
• Discuss client objectives with the relevant Financial Advisers, identifying where further necessary client information is required, in order to prepare suitability reports.
• Develop and maintain effective relationships with colleagues.
• Deal effectively with queries from colleagues and other parties through effective communication.
• Liaise with product providers and other third parties effectively, where required.
• Report any breaches in the first instance to the Compliance Manager.
• Accurately and efficiently support the Paraplanning Team to enable the achievement of standard internal business targets for suitability reports and research.
• Participate in team meetings.
• Proactively enhance industry and company knowledge, through external and internal sources.

Key Skills & Experience:

• Minimum qualification of CII Diploma in Financial Planning, or equivalent, required.
• Understanding of a variety of Financial Planning processes
• Financial services experience necessary – Specific experience in writing suitability reports and producing research is necessary. Training will also be provided.
• The firm will cover Personal Finance Society (PFS) Membership, the cost of exams / training for individuals that wish to further their exams – internal progression available and encouraged.
• Fully competent in desktop applications (proficient in Microsoft Word,Excel and Outlook)
• Experience with FinCalc, FE Analytics, Cash Calc, Avelo Exchange preferred but not essential – Training offered.
• Intelliflo is the back office system – previous experience not essential – training offered

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.