An exceptional award-winning Chartered Financial Planner currently requires a qualified and experienced FULLY REMOTE PARAPLANNER
A competitive package is on offer, with exam support, salary reviews, and benefits.
Paraplanner Specific responsibilities:
Preparing and maintaining client files:
* To ensure all relevant paperwork and ‘know your client’ information is held within a client file is present, relevant, and compliant, or document where this is the adviser’s responsibility.
* Where the paraplanning administration has not been able to; collate all the quantitative detailed information required to support any recommendations to be made.
* Discuss client objectives and recommendation with the adviser where not clear on the worksheet provided.
Prepare recommendations:
* Undertake relevant research, where not held centrally, to identify suitable solutions to meet a client’s specific objectives.
* Prepare relevant documentation and product / fund comparisons for the adviser to review.
* Prepare draft suitability reports to be reviewed and signed by the adviser.
* Obtain application or proposal forms and provide any supporting material.
* To take the more technical queries and more detailed cases that trainee paraplanners cannot work on.
* Field calls from advisers relating to which products and funds are available in line with the investment process, and to carry out any calculations on cases.
* Make use of whole of market providers (any platform/provider may be used) and multi asset investment solutions.
Paraplanning Team Tasks:
* To quality check own work and that of others, paying attention to detail, accuracy and record keeping (buddy checking).
* Accurately maintain “hours sheet” for charging out work completed to the relevant adviser.
* To challenge or report, where appropriate, the advice provided by advisers in a supportive fashion whilst maintaining good working relationships with advisers.
Paraplanning Team Structure:
* Team of 2 admin, 1 junior paraplanner, 17 paraplanners, 3 senior paraplanners and 1 Head of Paraplanning.
* Working on a pooled basis for advisers with no client contact.
* Pre-sale work carried out by Paraplanners with no processing of business required.
* Fully independent business model carrying out full range of advice types.
Paraplanner Remuneration and Benefit Package:
* Full time, 35 hours per week, 9-5 with 1 hour for lunch.
* For qualified and experienced Diploma Level 4 Paraplanners the salary is £37,000.
* For senior Paraplanners this would increase so please speak with me.
* 20 days holiday and we close for Christmas (extra 3 given to cover that) plus Bank Holidays
* Pension contribution of 8% basic salary
* 2x Death in Service, Optional PMI