Job Description
Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle Hulme, Cheshire.
Role overview
To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners
To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner
To assist the Technical Services Manager in mitigating and highlighting any risks to the business
To provide relevant MI data when requested to the Management Team
Responsibilities
Research, Technical Support, Written Reports and the Preparation of Advice To provide technical support, highlighting areas of possible business to Advisers
To use the approved research tools to provide the adviser with research to support their recommendations.
To analyse and research options for the advisers including products and providers as necessary
To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning
To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner
To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate
To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant
Assisting the Technical Services Manager in mitigating and highlighting any risks to the company
Provide support to the Technical and Services Manager as required Assist other colleagues with any technical and compliance queries as required.
Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained.
Flag any areas or processes where processes are missing or inefficient.
Provide any MI data requested by the management team in a timely fashion as required
Other Duties
To Proactively suggest improvements for the continuing progression of the team and the Company
Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion
Use of Back Office system and any other systems as required
Qualifications Diploma in Financial Services (or working towards equivalent)
Knowledge An understanding of Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning Experience A minimum of two years experience in Financial Services
If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.
Requirements
Suitability Reports Financial Planning Pensions Investments