Job Title: Parplanner
Contract Type: Permanent
Location: Stevenage, Hertfordshire
Salary: £40000 per annum
Reference: 10295/001_1508251941
Contact Name: Jane Paton
Contact Email:
Job Published: October 17, 2017 15:52

Job Description

Our client is a well established independent advisory firm who are looking to expand their current paraplanning team. They are looking for an experienced Paraplanner within this wealth manager.

Main Tasks of Job:

Providing vital support to the Consultants, expected to act as the technical interface between the consultants and the clients, have the ability to work independently and as part of a team. Be responsible for providing a professional and holistic financial service to the Consultants and assist them in delivery to the clients.

  • Receiving instructions during debriefings from advisers following client meetings.
  • Interpreting data obtained by advisers during client meetings
  • Analysing data and using research tools to provide solutions to meet client needs

and objectives, including cash flow modelling

  • Providing records to support research undertaken.
  • Consolidation of client needs and objectives, together with the recommendations and course of action in a written format via a suitability letter, client specific illustration and key features document working closely with the consultants.
  • Preparation of Suitability Letters, Specialist Report Writing, and Cash Flow modelling including preparation of spreadsheets.
  • Research and Recommendations with full audit trail.
  • Support BDM in assisting consultants to identify Business opportunities.
  • Provide technical input and assist in the preparation of client seminars
  • Assist BDM and compliance officer in consultant T&C and KPI management
  • Supporting Compliance Officer with regulatory record keeping and reporting.
  • Maintain positive relations with providers and their representatives.
  • Dealing with client queries raised by either client or providers/consultant.
  • Accompany consultants on client visits if required.
  • Responsible for ensuring own knowledge kept up to date and to notify colleagues of any relevant developments.
  • Complying with the FCA Rulebook and the firm's internal procedures at all times.

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