Paraplanner

Paraplanner vacancy

Our client is an outstanding independently owned wealth management group is looking for a Paraplanner to join their fast-growing support team. The successful candidate will work alongside their Financial Advisers and existing Paraplanners.

Primary Tasks:

• Undertake product and provider research to identify appropriate and compliant solutions for clients within specified timescales.
• Effectively and efficiently produce proposals, letters, and suitability reports for a wide range of products, providers, and funds.
• An ability to think independently and to work outside of formal template structures is essential in formulating our highly individualized largely free-type client reports;
• Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately;
• Support the Head of Research and contribute to the development of processes and ideas to assist with the efficient working of the Research Team;
• Maintain a high technical knowledge of products and processes through ongoing training and self-development. Meet quality targets, CPD, and KPIs.
• Contribute to staff meetings and process improvement sessions to help the Company achieve its goals;
• Assist the administrative support team by providing constructive feedback and training input if required;

Skills Required:

• Level 4 Diploma in Financial Planning or near completion of;
• Demonstrable experience working as a Paraplanner or Adviser, preferably within an independent financial practice;
• A detailed understanding of pensions, investments, protection and tax planning;
• An ability to work under pressure and within tight deadlines is an absolute necessity
• Excellent report writing and communication skills;
• Experience with Intelligent Office and other financial advice software