The Role

Fairstone is recruiting for a trainee paraplanner to begin working from our head office in the North East of England.

The role involves working closely with a team of financial planning consultants, with support provided by our growing internal team of paraplanners.

The purpose of the role is to provide technical support by way of research and annual reviews for the financial planning consultants.

Key Responsibilities

The Ideal Person

Qualifications

 

  • Undertake annual reviews, including for Drawdown Pensions.
  • Researching, analysing and presenting recommendations where applicable.
  • Extract client data from fact find and apply to bespoke review documents.
  • Research and analyse client portfolios and provide analysis/overview of investments.
  • You will discuss with the financial adviser the client’s objectives, identifying and obtaining the information necessary to compile a financial planning report.
  • Assist to identify areas for planning and identify solutions suitable to meet the client’s needs and objectives.
  • Review the client’s investment portfolio, asset allocation, risk profile etc.
  • Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
  • Prepare suitability letters and reports – This will include the pre-completion of documentation ready for clients to check and sign.
  • Document and explain fund switches.
  • Ensure that all research documentation is on file and that records are organised appropriately.
  • Maintaining “back office” processes as per advice type.
  • Provide support to the financial advisers and paraplanners to ensure compliance and new business submission documentation is accurate.

 

  • Have an understanding of the financial planning process.
  • Able to work within defined business processes
  • Able to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Have attention to detail and accuracy
  • Be able to communicate effectively with colleagues and clients
  • Excellent interpersonal skills, both written and verbal
  • Ability to multitask and prioritise effectively
  • Good IT skills being fully competent with MS Office suite of products and be familiar with
    industry-specific applications.
  • Experience of maintaining good working relationships in the delivery of financial advice
    services or similar environment.
  • Ability to assess information, make comparisons and identify critical features.
  • Ability to acquire update and apply new skills and knowledge.
  • Set own goals and want to deliver agreed targets.
  • Proficient knowledge of pensions and retirement planning, investments, tax planning
    and regulation within the financial services industry.
  • Strong interpersonal skills, in dealing with both clients and colleagues, with the aptitude to
    quickly build rapport.
  • Ability to work on own initiative with strong organisational skills to plan and manage own
    workload and prioritise tasks as appropriate.
  • Ability to engage in independent study to achieve industry recognised qualifications, CII
    DipPFS.

 

  • Graduate level advantageous
  • Financial background advantageous
  • Working towards Diploma in Regulated Financial Planning (Level 4) desirable

Apply direct to our recruitment team

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