Published
12th October 2021
Location
Rayleigh
Job Type
Salary
£40,000 - £50,000

Description

We are currently recruiting for a very successful Financial Planning practice based in Rayleigh who are looking to recruit a Paraplanner.

Responsibilities

  • Provide technical, research and administrative support to develop suitable client recommendations
  • Produce all relevant paperwork and regulatory requirements for the Adviser to present potential solutions to clients.
  • Produce compliant and detailed Client Suitability Reports
  • Assist in the management of client relationships including receiving client phone calls and providing information of a technical nature if requested.
  • Produce regular client portfolio reviews, technical and industry updates with relevant additional commentary to support the client proposition.
  • Liaise on a proactive basis with the Adviser on a regular and structured basis to work on cases and provide updates.

Key responsibilities include:

  • Contacting prospects or clients toarrange meetings and update current information, gather necessary information from client so that a financial analysis can be completed
  • Review the client’s financial statements, legal documents, and other data.
  • Prepare summaries of: the client’s goals and objectives, the client’s present situation, the effect of their current arrangements on future circumstances using relevant financial planning tools
  • Prepare detailed options for the Adviser to consider supporting the client’s financial planning objectives.
  • Prepare calculations summarising the clients’ investment management needs, critical illness, disability and life insurance needs.
  • Prepare proposals for the solution that the Adviser has selected for the client including approved product illustrations and literature and establish details on the chosen investment platform where applicable.

Competence / Knowledge / Skills required

  • A minimum of two years’ experience in a similar role within Financial Services
  • Diploma level qualified (or be very close to achieving this)
  • Highly detail conscious
  • Strong background in client and product administration
  • Effective communication skills gained within a client facing role
  • Knowledge and experience of the advice process and regulatory requirements
  • Working knowledge of Investment platforms, their operation and processes.
  • Experience of Intelliflo and CRM systems
Apply
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