Paraplanner

Paraplanner

Knutsford

Salary £26,000 - £35,000

Our client, a Financial Planning Practice based in Knutsford Centre are currently looking to recruit Paraplanner (Experienced or Trainee) to join their expanding team. To support the Partner/Practice Manager in the day to day running of the practice, including all tasks associated with both the business and facilities. Support the Administrators and other paraplanners to deliver efficient operational processes across the practice. Guide and support the advisors to maintain excellent quality of documentation in

relation to their business.

Responsibilities:

• Assist with the day-to-day training & knowledge sharing with colleagues, evaluating skillsets, and reporting back.
• Fully analyse clients’ requirements, develop cash flow models, and accurately record client data.
• Research and analyse financial products to meet client requirements and objectives.
• Construct financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of reports.
• Prepare suitability letters and reports for all types of business cases, taking full responsibility for the client files and back-office IT records throughout the advice process.
• Process applications accurately, including EBS submissions and advice sets, recording the required management information on Salesforce.
• Ensure all documentation for business submissions are checked and appropriately submitted to SJP / Clients and third parties.
• Assist in progressing applications with ceding schemes, advisers, clients, and other third parties to ensure that each case completes in a timely manner and is checked via case tracking.
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports such as, analytics, carry forward calculations and external plan summaries.
• Liaise with administrators to produce the documentation required for presentation meetings or to respond to client / advisor queries.
• Deal with general client queries and attend client meetings with the Partner as required.
• Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process.
• Work within and stay up to date with template changes and advice notes.

Must have:

• A minimum of 2 years’ paraplanning experience working within an IFA or Wealth Management environment
• Good experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Experience of the pension transfer market
• Familiar with all major research systems (e.g. analytics / voyant etc)
• Preferred: Level RO 1-6 (Level 4 Diploma PFS) qualified or working towards it with good industry experience
• Preferred: An excellent understanding of SJP’s technical platforms; including Salesforce / My Practice and ibusiness
• Preferred: A comprehensive understanding of the Quality of Documentation standards both in advice and compliance

Apply online today or for further information speak to one of our specialist consultants quoting reference NJR15891