We are currently recruiting for a well regarded Financial Planning practice in Milton Keynes who are looking to recruit a Paraplanner to join their growing team.

Ideally min 2 years Paraplanning experience, provide day to day product and technical support to the business and our advisers, produce accurate, compliant, technical suitability reports, conduct research, provide analysis with detailed strategies for adviser discussion.

Must be IT competent, particularly Microsoft

Be competent with industry software including Intelliflo (or similar), Voyant, Iress, Ateb (or similar)

Must be able to meet deadlines, work well under pressure, whilst maintaining a high level of consistent and accurate output

Must be highly motivated to work independently whilst also being a team player and understanding when delivering on targets

Must be well organised, able to see tasks through to completion

Must be able to communicate at all levels

Industry related qualifications essential, with a desire to continue with personal development and improve knowledge base

Key Responsibilities:-

• Report writing
• Dealing with technical queries
• Product and Fund research in conjunction with Research Analyst
• Packaging reports:- Proof reading reports, Printing reports
• Obtaining illustrations, key features, KIIDS and any other associated documents
• Obtaining and pre-populating application forms
• First line of compliance:- Checking factfinds, - Checking status of compliance documents (client agreements, AML etc)
• Problem solving – resolving in-depth problems and issues to find appropriate solutions
• First line of defence for compliance related issues, empowered to challenge advisers
• Communicating with product providers, advisers and clients where necessary
• Keeping knowledge of products and platforms/providers up to date
• Being part of the CPD structure
• Attending quarterly Adviser Days
• General administration as required
• Maintenance of client management system
• Online dealing such as fund switching, place buys and/or placing sales for withdrawals
• Adhere to company procedures
• Ensure all work conducted within a compliant manner and to the firms standards

Systems:-

• Technically competent with:- Outlook, Word, Excel to intermediate level
• Ideally competent with Intelligent Office (back office system) or similar
• Ideally competent with Voyant, O&M Profiler and FE Analytics
• Working knowledge of platforms ideally:- Old Mutual Wealth, Aviva, Ascentric and Aegon ARC

Personal Specification:-

• Diploma qualified or working towards it
• At least, 2+ years experience as a Paraplanner
• Ability to communicate at all levels, organised, effective time management, ability to prioritise workload
• Take pride in your work and pay particular attention to detail