QUALIFIED PARAPLANNER

SALARY UP TO £45,000

HYBRID - 1 DAY OFFICE PER WEEK

Midlands

A Paraplanner is regarded to be a technical and motivated individual working closely with a team of financial advisers to provide research and report writing. The successful Candidate will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service. Where daily duties will consist of;

" Understanding the clients' financial situation & objectives

" Analyse clients' circumstances, objectives & risk profile

" Identify missing client information pertinent to formulating recommendations

" Liaise with financial advisers to query/challenge proposed recommendations where necessary

" Providing research, analysis & technical support

" Provide research on all relevant advice areas, products, and investment solutions

" Prepare information / comparisons, ready for analysis by the advisor

" Use of company-approved research systems to assist analysis

" Cashflow modelling analysis

" Preparing recommendation reports

" Produce client suitability reports confirming new recommendations in accordance with the Company's internal standards and compliance procedures

" Obtain accurate illustrations, key features and other relevant paperwork for advisers' presentation meetings with clients

" Assist in the completion of remedial actions following quality checking

" Maintaining client records

" Maintain accurate and up-to-date client and plan records on back-office system

" Ensure all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures

" Create, manage and complete tasks on the back-office system in accordance with Company procedures

A good overall product knowledge is required across: Pensions, Investments, Protection and Estate-planning (including use of Trusts). You MUST come from working within an IFA/Wealth Management environment.

Those who have use of Intelligent Office back-office system are of advantage, along with additional skills using Finametrica, O&M Profiler, Defaqto and FE Analytics or equivalent research tools. Experience in cashflow modelling is also a distinct advantage.

NJR15479