Paraplanner Leicestershire Salary 35K (Negotiable on experience) LE65Area Hours - Monday to Friday Full Time Main duties and responsibilities of the Paraplanner: Fully analyse clients' requirements, develop cash flow models, and accurately record client data.
Research and analyse financial products to meet client requirements and objectives.
Construct financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports.
Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back-office IT records throughout the advice process.
Prepare client reviews, updating cash flow models, investment performance reviews, and the production of supporting reports, discussion documents, and computer models.
Deal with general client queries and attend client meetings with the Partner as required.
Work with other practice colleagues to ensure application and provider forms are prepared as required, and clients are updated throughout the process.
Work within and stay up to date with template changes and advice notes.
Knowledge and experience: Previous paraplanning experience within an IFA or Wealth Management environment Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience); Chartered Financial Planner status (preferred) Familiar with all major research systems (e.g.
Analytics, Voyant etc.)
Experience of the Pension Transfer market.
Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not essential.
Experience of the administration of IHT and/or Investment products; Demonstrates up to date knowledge of relevant regulation and legislation.
Skills and behaviours: Able to transpose information accurately Strong numeracy skills Comfortable using templated Suitability Letters Confident in dealing with third parties and can work with total discretion Highly organised with excellent communication skills Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel) Exceptional attention to detail Manages time effectively with the ability to multi-task Keeps calm when faced with conflicting demands and handles these effectively Demonstrates a positive attitude at all times Works well on own tasks as well as on shared goals as part of a team Enthusiasm to help clients.
If you are interested in finding out more please contact Alice Connors.
JBRP1_UKTJ