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Paraplanner

Job Title: Paraplanner
Contract Type: Permanent
Location: Manchester, Greater Manchester
Industry:
Salary: £30000 - £45000 per annum
Start Date: ASAP
Reference: 10465/002_1527159038
Contact Name: Hannah Voller
Contact Email: hannahvoller@srmrecruitment.com
Job Published: May 24, 2018 11:50

Job Description

A well-established Independent Financial Advisory firm based in Cheshire is looking for an experienced Paraplanner to join their team. At the heart of their business is their clients. Client service and satisfaction is key to their clients and they aim to combine traditional service values with forward thinking innovative solutions to provide the best results.

Purpose of Role:

To provide an interface between the Client, Consultant and other parties to the transaction(s) with the minimum of input and to compile and provide comprehensive reports, including, but not limited to, existing holdings, new business and their interaction with existing holdings, taxation and overall objectives. To prioritise work and arrange for requisite supporting material to be obtained and to liaise with the Client to deal, confidently, with all aspects arising.

Main Responsibilities

  • Check all compliance paperwork is present
  • Confirm client risk profile is determined
  • Discuss client objectives with planner
  • Identify and obtain the information necessary to compile reports/analysis
  • Identify areas for planning and undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs
  • Prepare information/comparisons for analysis by planner
  • Liaise with client's legal and tax advisers (if applicable)
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports to be discussed/signed off by planner
  • Act as a point of contact and deal effectively with queries from clients and other parties through effective communication
  • Establish and build strong relationships with clients, colleagues and other parties
  • Review investment portfolio, asset allocation, risk profile etc
  • Attend Investment Committee meetings
  • Strict adherence to all internal and regulatory compliance requirements, including Treating Customers Fairly principles & the CII's Chartered Code of Ethics

Qualifications:

  • Diploma in Regulated Financial Planning (Mandatory)
  • Advancement to Chartered status (Preferred)
  • Investment Management Certificate (Non essential)

Experience and skills:

  • Minimum two years experience in a comparable IFA paraplanning role
  • Conversant with and ability to provide compliant advice across the range of corporate and personal financial planning products and services.
  • Excellent communication and organisational skills
  • Ability to work under pressure and prioritise workload; meeting agreed deadlines
  • Ability to update knowledge and keep up with market/product changes
  • IT literate: Microsoft Office experience essential, 1st software/Avelo/Iress experience & Financial Express Analytics use preferred