Job Description
Our client provides a broad range of independent advice across financial planning, wealth and investment management services.
As a private equity backed business, there has never been a better time to join them as they continue to grow, acquire and integrate advice business across the UK.
They are award winning, regularly in the financial press and are making impactful change to clients lives with their expert advice and guidance.
Excitingly, various newly created opportunities are now available across all their national offices for Paraplanners to join.
Job Responsibilities
* To draft suitability reports with guidance from the Financial Planner, in accordance with all compliance and departmental requirements.
* To liaise with the Financial Planners to ensure all information received is complete and accurate for advice to be given.
* Assist in the interpretation of the adviser’s client meeting and prepare suitable recommendations with a high level of accuracy and care.
* Provide guidance to advisers on aspects of specific cases to support good consumer outcomes.
* To ensure that all relevant research, client support and Compliance and Systems processes are always observed to maintain excellent and compliant performance in the job role.
* Use standard template documentation approved by the company
* Update workflow records to facilitate the production of accurate management information in a timely manner.
* Ensuring relevant workflows are kept up to date to accurately reflect workflow.
* Follow and promote best practice for all adviser support and client facing processes, ensuring consistent process and output quality.
* Ensure the agreed outcome meets the company’s compliance standards and FCA rules.
* Achieve set output targets for producing ongoing advice documents
* Ensure effective communication with administrators, advisers and other colleagues to ensure a great client experience.
* To run own case load efficiently and keep all own case records and files up to date and to departmental required standards.
* To obtain data for existing policies/schemes of clients and analyse/research the information provided, using various software programs as appropriate.
* To obtain illustrations and Key Features documentation in support of recommendations to clients.
* To assist the administration team in the processing of any new business linked to their cases.
* Understand and maintain knowledge of the company’s standard processes and guidance.
* Ensure technical knowledge and general industry knowledge is always maintained.
Job requirements
* Experience in a Paraplanning role in a similar environment.
* Minimum Diploma Level 4 desirable or studying towards
* Good technical knowledge and understanding of FCA COB rules
* Excellent technical advice knowledge
* Ability to liaise with colleagues and clients in an articulate and pleasant manner.
* High degree of numeracy.
* Ability to work under pressure and manage own workload.
* Ability to work as part of a team and to learn new skills/knowledge.
* Excellent standard of written and verbal communication
* Analytical mind and excellent attention to detail
* Excellent time management skills with an ability to work to deadlines
A very generous salary is being offered, excellent company benefits as well as a professional and encouraging working culture are all available with this national brand.
Opportunities to progress, if desired, can all be discussed further on application/interview. Support for industry exams etc are fully funded by the business.
Home/office hybrid working is fully supported during the working week.
Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates.
Please apply for an immediate response.