Paraplanner

Our client, a highly successful and well-established investment biased firm of independent financial advisers is looking for an experienced paraplanner, with a working knowledge of investment platforms, to join their team.

The role is to provide comprehensive technical support to Financial advisers within a friendly team environment.

Job Description:

• Manage the planning workflow
• Receive and implement requests from the Adviser(s)
• Gather and record client data
• Prepare and compare financial analysis
• Prepare reports to a professional and timely standard
• Provide information for annual reviews and identify areas not covered
• Communicate with selected clients (face to face or remote) and third parties
• Develop and maintain all processes relevant to technical support
• Delegate and communicate clearly with technical and client support
• Undertake financial planning and product-based research
• Operate within the compliance and corporate standards of the business
• Undertake appropriate professional development and training
• Report on key measures on a regular basis

Person Specification:

• Level 4 Diploma qualified in Financial Planning
• High level of technical knowledge
• Ability to use technical financial planning tools, financial modelling and back office software e.g. FE Analytics, Selectapension, Voyant
• Clear understanding of an adviser’s role
• Interpersonal skills to develop and maintain client trust and inspire confidence
• Articulate – able to communicate effectively in verbal and written form
• Solutions orientated – imaginative
• Highly organised, methodical, analytical, disciplined, able to work to deadlines
• Ability to use back office systems: Intelliflo Office (IO) and Virtual Cabinet (our document management system)

Additional Information:

• Based in Gomshall
• £38,000 – £45,000
• 25 days holiday plus bank holidays
• Death in service
• Income Protection
• Cash plan bonus package
• Auto Enrolment pension
• Free parking on site