Paraplanner

Job Description:

Paraplanner

Leicestershire (Our Ref AL1390)

Hybrid option available – up to 2 days working from home after successful completion of probationary period.

Salary £35,000 - £38,000 dep on exp + benefits

My client is an Independent Financial Adviser company, situated on the outskirts of Leicester, and they are looking for an experienced paraplanner to join their team.  You will  be providing support to financial advisers, which will include product and provider  research, portfolio analysis, and suitability report writing.

You will need experience of working in a similar paraplanning role, and have a good technical understanding of Investment, Retirement, and Pension products. Ideally, you will hold the level 4 Diploma in Regulated Financial Planning (DipPFS) although individuals currently working towards this may also be considered.    

Duties and responsibilities include:

• Providing full Paraplanning, including product and provider research, portfolio analysis, and suitability report writing
• Managing your own workflow whilst using your initiative to meet agreed service levels
• You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.
• Excellent organisational and communication skills.
• Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.

Skills and experience required:

• Experience of producing bespoke technical suitability reports.
• An exceptional working knowledge of Microsoft word, Microsoft Teams, Excel and Outlook, FE Analytics or other performance analysis software, Platforms, and the ability to quickly familiarise yourself with various industry systems.
• Ability to collate relevant information from Fact Finds to complete cohesive, comprehensive reports.

• Fund performance and risk analysis
• Cash flow modelling.
  • Manage complex cases, from inception to completion and find solutions to technical problems.
  • Manage queries and provide suitable remedies.
  • Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
  • You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.