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Location: GREATER MANCHESTER, LANCASHIRE Salary: 30000 - 40000 GBP Per Annum
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 12 months ago Reference: 3107965

This role is for a competent experienced Paraplanner, ideally Chartered and with G60 or equivalent.

Paraplanner to collect all the quantitative detailed information required to compile a financial plan. The Paraplanner may attend client meetings. Specific activities include:
• 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 financial cash flow forecast
• Compile
o draft net worth statement;
o income and expenditure statements and
o financial cash flow forecast
o and discuss with planner
Preparing recommendations – with emphasis on DB Pension Transfers
• Identify areas for planning
• Undertake research both independently and with the Financial Planner to identify suitable solutions to meet the client’s 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
Implementing recommendations
• Prepare suitability letters in accordance with the agreed recommendations
• Complete application / proposals forms
• Ensure all compliance paperwork is in order
• Make changes to clients’ investments as instructed
• Implement the chosen investment strategies

Essential Requirements

• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate
• Articulate
• Excellent inter‐personal skills, both written and verbal
• Ability to multi‐task and prioritise effectively
• Good IT skills • Good report writing skills
• Ability to work independently and in a team
• Broad knowledge of financial services world
• High level of technical knowledge

Experienced paraplanners would be expected to have made good progress with their professional qualifications and be expected to attain Chartered and/or Certified Status within a reasonable time scale.
• Qualified to advise on DB pension transfers – G60 or equivalent.
Job Type: Full-time, based in Sale Cheshire.

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