Paraplanner

Leicestershire

Salary 35K (Negotiable on experience)

LE65 Area

Hours - Monday to Friday Full Time

Main duties and responsibilities of the Paraplanner:

• Fully analyse clients' requirements, develop cash flow models, and accurately record client data.
• Research and analyse financial products to meet client requirements and objectives.
• Construct financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports.
• Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.
• Prepare client reviews, updating cash flow models, investment performance reviews, and the production of supporting reports, discussion documents, and computer models.
• Deal with general client queries and attend client meetings with the Partner as required.
• Work with other practice colleagues to ensure application and provider forms are prepared as required, and clients are updated throughout the process.
• Work within and stay up to date with template changes and advice notes.

Knowledge and experience:

• Previous paraplanning experience within an IFA or Wealth Management environment
• Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience);
• Chartered Financial Planner status (preferred)
• Familiar with all major research systems (e.g. Analytics, Voyant etc.)
• Experience of the Pension Transfer market. Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not essential.
• Experience of the administration of IHT and/or Investment products;
• Demonstrates up to date knowledge of relevant regulation and legislation.

Skills and behaviours:

• Able to transpose information accurately
• Strong numeracy skills
• Comfortable using templated Suitability Letters
• Confident in dealing with third parties and can work with total discretion
• Highly organised with excellent communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Exceptional attention to detail
• Manages time effectively with the ability to multi-task
• Keeps calm when faced with conflicting demands and handles these effectively
• Demonstrates a positive attitude at all times
• Works well on own tasks as well as on shared goals as part of a team
• Enthusiasm to help clients.

If you are interested in finding out more please contact Alice Connors.