An exceptional award-winning Chartered Financial Planner currently requires a qualified and experienced FULLY REMOTE PARAPLANNER

A competitive package is on offer, with exam support, salary reviews, and benefits. All I.T kit is supplied.

Paraplanner Specific responsibilities:

Preparing and maintaining client files:

• To ensure all relevant paperwork and ‘know your client’ information is held within a client file is present, relevant, and compliant, or document where this is the adviser’s responsibility.
• Where the paraplanning administration has not been able to; collate all the quantitative detailed information required to support any recommendations to be made.
• Discuss client objectives and recommendation with the adviser where not clear on the worksheet provided.

Prepare recommendations:

• Undertake relevant research, where not held centrally, to identify suitable solutions to meet a client’s specific objectives.
• Prepare relevant documentation and product / fund comparisons for the adviser to review.
• Prepare draft suitability reports to be reviewed and signed by the adviser.
• Obtain application or proposal forms and provide any supporting material.
• To take the more technical queries and more detailed cases that trainee paraplanners cannot work on.
• Field calls from advisers relating to which products and funds are available in line with the investment process, and to carry out any calculations on cases.
• Make of tools such as: O&M Profiler, MiCAP and Cashcalc.
• Make use of whole of market providers (any platform/provider may be used) and multi asset investment solutions.

Paraplanning Team Tasks:

• To quality check own work and that of others, paying attention to detail, accuracy and record keeping (buddy checking).
• Accurately maintain “hours sheet” for charging out work completed to the relevant adviser.
• To challenge or report, where appropriate, the advice provided by advisers in a supportive fashion whilst maintaining good working relationships with advisers.

Paraplanning Team Structure:

• Team of 2 admin, 1 junior paraplanner, 17 paraplanners, 3 senior paraplanners and 1 Head of Paraplanning.
• Working on a pooled basis for advisers with no client contact.
• Pre-sale work carried out by Paraplanners with no processing of business required.
• Fully independent business model carrying out full range of advice types.

Paraplanner Remuneration and Benefit Package:

• Full time, 35 hours per week, 9-5 with 1 hour for lunch.
• For qualified and experienced level 4 the salary is £37,026.
• For senior Paraplanners this salary is higher
• 20 days holiday and we close for Christmas (extra 3 given to cover that)
• Pension contribution of 8% basic salary
• 2x Death in Service, Optional PMI