Paraplanner

We are working with a successful financial services organisation in Altrincham to recruit for a Paraplanner to join their growing business.

Client Details

This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.

Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive, diploma qualified Paraplanner to develop their career in the finance world.

Description

As Paraplanner, you will be responsible for producing suitability reports for clients, carrying out technical research and analysis for the production of detailed client facing reports, making recommendations to advisers. The collection, analysis and presentation of this data is carried out on behalf of its advisers.

The Paraplanner is also responsible for:

• Oversight of work carried out by administrators, writing reports whilst gaining a good understanding of the advisory process so they can challenge and influence to find the right solution
• Analysis of existing assets to identify improvement of client outcomes through offering of alternative products
• Development and addition to existing processes to improve efficiencies of the team
• Providing analysis, detailed research of funds and providers, carry out calculations, build cashflow, report writing and product recommendations for presentation to clients and/or reports for sending to clients
• Ensuring all advice provided is within the company's compliance framework
• Providing technical support for advisers and sales support teams
• Questioning and challenging proposed solutions by using financial planning knowledge
• Drafting and trading workflows off the back of the recommendations being made in the suitability report
• Ensuring quality assessments have been carried out
• Updating on client and portfolio data is accurate in the system
• Managing own workflow positions, committing to continuous personal development, and gaining a full understanding of procedures, and aware of any changes to compliance or other regulatory requirements are known

Profile

The successful applicant for this role must have the following skills and experience:

• Ideally diploma qualified (level 4), or those studying towards will also be considered
• Strong knowledge of financial services
• Excellent understanding of financial products and data required by Paraplanners and advisers to analyse ongoing suitability for clients
• Able to work independently, as well as part of a team, and also within defined business processes
• Excellent communication skills with ability to build relationships with stakeholders
• Ability to produce detailed and accurate work all the time
• Strong systems knowledge and understand of Microsoft Excel, Intelligent Office, FE Analytics

Job Offer

As Paraplanner, you will get a marketing leading package which includes:

• Salary to £40,000 depending on experience/qualification level
• Generous holiday entitlement with option to buy additional days
• Birthday off
• Company pension scheme
• Commission structure based on hitting personal objectives, paid out twice a year
• Health insurance
• Death in service
• Hybrid working
• Flexible working
• Study support if required
• Social events and recognition awards