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
* 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.
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