The Role

The role involves working closely with a team of financial planning consultants. The purpose of the role is to provide technical support by way of research, recommendations and report writing for the financial planning consultants. Working with large and complex financial solutions in a prestigious firm.

Key Responsibilities

The Ideal Person

Qualifications

 

  • Research and analyse products and providers for new clients, compiling suitability reports.
  • Periodically reviewing available products; pro-actively seeking new product details to ensure appropriate recommendations can be made, meeting all client needs.
  • Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk attitude and in line with investment ethos.
  • Reviewing both new contracts and alterations in product provider’s terms. Make product recommendations to financial advisers.
  • Ensuring that all research material is on file and that records are organised.
  • Maintaining procedures for the ‘back office’.
  • Provide support to the financial advisers to ensure compliance and new business submission documentation is accurate.
  • Undertake annual review for existing clients, researching, analysing and making recommendations where applicable.

    *This list is not exhaustive

 

  • Experienced paraplanner – ideally with 2 years + in the role of actual report writing.
  • Able to ‘problem solve’ and formulate solutions.
  • Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles.
  • Attention to detail, with excellent written and verbal communication skills.
  • Polite and discreet when dealing with Financial Advisers and clients.
  • Strong interpersonal skills, in dealing with both financial advisers, clients and colleagues, with the aptitude to quickly build rapport.
  • Fully competent with MS Office, with expert Excel knowledge an advantage. Ideal candidates will also be familiar with industry-specific applications
  • Ability to work on own initiative with strong organisational skills to plan and manage own workload and prioritise tasks as appropriate.

 

  • Level 4 Diploma or working towards this

Apply direct to our recruitment team

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