Title: Paraplanner
Type: Permanent
Hours: Full Time (Mon – Fri)
Location: Newcastle
Details: Our client currently has an exciting opportunity for a Diploma qualified Para‑Planner to join their team based in Newcastle. Working as part of the Financial Planning Support Team, you will need to provide high quality and accurate support to Financial Planners.
Core Skills
* Provide technical and research support to the planners.
* Assist the support team and compliance department.
* Prepare suitability and review reports.
* Prepare a summary of recommendations for the processing team.
* Ensure all recommendations meet with company standards.
* Question the planner’s recommendations.
* Discuss any cases that are not clear with your line manager or compliance manager.
* Collate (or complete) application forms.
* Learn and maintain a detailed understanding of firm's centralised investment proposition and relevant internal procedures.
* Ensure client records are maintained and information is correctly recorded on intelliflo.
Essential Experience
* CII Level 4 Diploma
* Experience in managing and delivering wealth management services to clients.
* Paraplanning experience is essential.
* Experience in using CRM systems and financial software.
Technical Skills
* Financial Software Proficiency.
* Financial Planning Software: Basic knowledge of tools such as Intelliflo Planning and CashCalc.
* Portfolio Management Systems: Introduction to software like FE Analytics 2. Data Entry and Management.
* Excel: Basic proficiency in Microsoft Excel for simple data entry and basic functions.
Financial Analysis and Reporting
* Basic Financial Analysis: Understanding basic financial concepts and performing simple financial calculations.
* Report Generation: Skills in generating basic suitability reports using templates and guidance.
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