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Paraplanner

Location: WOLVERHAMPTON, WEST MIDLANDS, UNITED KINGDOM Salary: 20,000-35,000 GBP (UK Pounds) Per annum, inc Benefits
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 2 months ago Reference: X3-325964

Are you a diploma qualified paraplanning looking for a new role? This role could be for you!

Working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures.

Responsibilities

  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
  • Undertake quotes using relevant in-house platforms or request quotes from external providers.
  • Undertake the necessary research and analysis, including:
    • Fund analysis
    • Product comparison
    • Product analysis
    • Fund research
    • Charges analysis
  • Compile suitability reports detailing the recommended advice to suit the client’s needs, uploading the report into the system for the Financial Adviser to pick up remotely.
  • Instruct the IFA Administrator to proceed with preparation of the pack for the client.
  • Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
  • Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review workflow across the team.
  • Report obstacles and deviations from the agreed timescales to the Financial Adviser and IFA Administrator, so that client expectations are appropriately managed.
  • Ensure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened.
  • Support the Treating your Customers Fairly (TCF) initiative.

Experience & core skills

  • Financial Planning Diploma Qualified (or equivalent professional qualification).
  • Demonstrable paraplanning experience.
  • Demonstrable knowledge of and proficiency in research tools 
  • Experience of, or understanding and a willingness to work with a centralised investment proposition, including:
    • Single fund multi-asset/multi-manager solutions
    • Discretionary Fund Managers
    • Model Portfolios
  • Experience of including additional bespoke explanations for recommendations made outside of the standard template.
  • Knowledge of Microsoft Office software applications.

If the above role sounds of interest, or you would like more information on any other roles I am currently managing then please get in touch!

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