Paraplanner

 

Main characteristics

Location

Altrincham, Manchester

Company

Page Personnel

Employment type

Permanent

Category

Accounting / Financial / Insurance

Job summary

We are working with a successful financial services organisation in Altrincham to recruit for a Paraplanner to join their growing business.

Client Details

This is a very successful firm has a number of various companies specialising in different aspects of financial services, including financial advice, insurance, pensions, mortgages among others, supporting private clients and companies through the UK.

Based in a great location in Altrincham, this chartered firm have established and reputable people working there, which will be the perfect environment for a progressive, diploma qualified Paraplanner to develop their career in the finance world.

Description

As Paraplanner, you will be responsible for producing suitability reports for clients, carrying out technical research and analysis for the production of detailed client facing reports, making recommendations to advisers. The collection, analysis and presentation of this data is carried out on behalf of its advisers.

The Paraplanner is also responsible for:

Oversight of work carried out by administrators, writing reports whilst gaining a good understanding of the advisory process so they can challenge and influence to find the right solution
Analysis of existing assets to identify improvement of client outcomes through offering of alternative products
Development and addition to existing processes to improve efficiencies of the team
Providing analysis, detailed research of funds and providers, carry out calculations, build cashflow, report writing and product recommendations for presentation to clients and/or reports for sending to clients
Ensuring all advice provided is within the company's compliance framework
Providing technical support for advisers and sales support teams
Questioning and challenging proposed solutions by using financial planning knowledge
Drafting and trading workflows off the back of the recommendations being made in the suitability report
Ensuring quality assessments have been carried out
Updating on client and portfolio data is accurate in the system
Managing own workflow positions, committing to continuous personal development, and gaining a full understanding of procedures, and aware of any changes to compliance or other regulatory requirements are knownProfile

The successful applicant for this role must have the following skills and experience:

Ideally diploma qualified level 4 with desire to become chartered
Strong knowledge of financial services
Excellent understanding of financial products and data required by Paraplanners and advisers to analyse ongoing suitability for clients
Able to work independently, as well as part of a team, and also within defined business processes
Excellent communication skills with ability to build relationships with stakeholders
Ability to produce detailed and accurate work all the time
Strong systems knowledge and understand of Microsoft Excel, Intelligent Office, FE Analytics

Job Offer

As Paraplanner, you will get a marketing leading package which includes:

Salary negotiable dependent on qualification level and experience
Generous holiday entitlement with option to buy additional days
Birthday off
Company pension scheme
Commission structure based on hitting personal objectives, paid out twice a year
Health insurance
Death in service
Hybrid working
Flexible working
Study support if required
Social events and recognition awards