Posted: 16 October
The role
Paraplanner - Chesterfield
Our client is seeking a detail-oriented and analytical Paraplanner to join their team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients.
Duties & Responsibilities
Conduct comprehensive financial analysis to assist in the development of financial plans.Gather and organise client financial information, including income, expenses, assets, and liabilities.Use financial planning software to model various scenarios and projections.Prepare and review investment proposals and reports for clients.Collaborate with advisors to develop and implement customised financial strategies.Stay abreast of industry trends, regulations and changes in financial markets.Conduct research on financial products and investment opportunities.Ensure compliance with regulatory requirements and company policies.Maintain accurate and up-to-date client records.Company compliance
Ensuring all tasks are carried out within FCA regulatory requirements.Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process.Recording all correspondence.Ensuring that all dealings with clients are of an appropriate and entirely factual nature.Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company. Person Specification
Qualifications
To hold the CII Level 4 Diploma or equivalent. Desire to work towards Chartered status will be fully supported.Knowledge and experience
Good knowledge of investments, pensions, personal tax, estate planning and protection (mortgages and equity release where applicable).Ability to perform basic tax calculations.Experience of maintaining good working relationships in the delivery of financial advice services or similar environment.Ability to acquire, update and apply new skills and knowledge.Set own goals and want to deliver agreed targets.IT skills
Competent IT skills, including Word, Excel and Outlook.Experience in using financial services back-office systems (Genovo and/ or Intellliflo Office) to perform role and manage client data efficiently and consistently in line with internal processes.Financial skills
Ability to analyse financial issues and offer sound, reliable and professional advice.Ability to assess information, make comparisons and identify critical features.Ability to collate and present financial information.Ability to understand and analyse financial and non-financial data.Personal skills
Communication: Ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels.Team working: Ability to contribute as part of a team, and deal with individuals at all levels within the business.Professional integrity: The strength of character to explain a professional point while having empathy with a customer.Relations with others: The personal qualities and skills that promote open and constructive relations with colleagues and customers.Flexibility: The flexibility for and commitment to continual service development and improvement.Be able to work within defined business processes.
