Job description
My client is currently looking for an experienced Paraplanner to join their team in South Manchester.
Principal accountabilities
1. Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentation to clients and/or reports for sending to clients
2. Provide all advice within a strict ethical and compliance framework and under guidance from the Head of Risk Management
3. Provide technical support and back up to Advisers and the IFA Administrators
4. Complete portfolio reviews and rebalancing requests
5. Deal with client and insurer queries to completion via the telephone or in writing
6. Ensure that quality assessments (peer review) have been carried out, evidenced and signed off accordingly
7. Ensure 1st is kept up to date with clients and portfolio details as necessary and required
8. To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time
9. Commit to continuous personal development and retain supporting records for inspection upon request by the Head of Risk Management
Essential requirements
10. Qualified to Diploma level with a desire to achieve Chartered status
11. Excellent research, analysis and report writing skills
12. Proficient with word, excel applications and spreadsheet production
13. Company offers flexible working hours