We are currently working with a well-established, family-oriented Independent Financial Advisers in Leicestershire, who is looking for a personable, bright, and articulate Paraplanner, to join their Paraplanning department.
You must have experience working in a similar role, undertaking similar tasks, and have a good technical understanding of Investment, Retirement, and Pension products and their use in financial planning. You will hold or be working towards the level 4 Diploma in Regulated Financial Planning (DipPFS) and possess a genuine ability to forge strong relationships with colleagues.
Duties and responsibilities include: - Providing full Paraplanning, including provider and product research, analysis, portfolio analysis, and suitability report writing
- Management of your own workflows and tasks. Working on own initiative to achieve agreed outcomes and consistently meeting agreed service levels without supervision.
- You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents; this will usually be compiled by the adviser, but you may on occasion be required to assist with the information gathering.
- Excellent organisational and communication skills.
- Accuracy and attention to detail, able to adhere to quality compliance standards and deliver the highest level of client service.
Skills and experience The ideal candidate will have:
- Experience of producing bespoke technical suitability reports.
- Be able to pull the relevant information from Fact Finds to complete cohesive, comprehensive reports.
- Experience with the following:
- Fund performance and risk analysis
- Cash flow modelling.
- Be able to support senior staff to provide their advisers with robust advice solutions, drawing on your technical knowledge and carrying out appropriate research to justify and evidence the advice given.
- Manage complex cases, from inception to completion and find solutions to technical problems.
- Manage queries and provide suitable remedies.
- Take a client focussed approach to all work, recognising the importance of client relationships and the need for excellence.
- An exceptional working knowledge of Microsoft word, Excel and Outlook with the ability to quickly familiarise yourself with various systems.
- First class time management skills with the ability to prioritise and organise own workload.
- You will be driven and focused with the ability to complete large volumes of tasks under pressure and on time.
Experience, Systems & Certification: - Paraplanning/report writing experience.
- Experience dealing with Pensions and Investments
- Ideally but not essential; dealing with various platforms and providers
- FE Analytics or other performance analysis software
- Cash Flow Modelling
- Microsoft Outlook, Excel and Word
- Microsoft Teams
- Hold or be working towards the Level 4 Diploma in Regulated Financial Planning (DipPFS)
This is a full-time position, 37.5 hours per week (30-minute unpaid lunch), Monday-Friday. Hybrid working of 2 days from home, after successful completion of the 6-month probationary period. Benefits: - 33 days holiday, including bank holidays
- Generous non-contributory group pension scheme, commencing after 3 months of continuous service
- Life assurance x 4 salary
- Brand new air-conditioned modern-design offices, offering full kitchen and dining facilities
- Gym and free on and off-site parking.
If you wish to be considered for this fantastic opportunity, please email your cv to (url removed) or feel free to call me on (phone number removed).
