Job Ref: 213212274

Date: 2021-02-18 19:01:56

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Alfred Recruitment is proud to be working with a professional well established independent financial planning business. We are looking for a Paraplanner to join the Paraplanning Team, being responsible for Providing services to the IFA team, supporting the continuing growth of the business.

The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, at least Diploma Level 4 Qualified and higher education qualifications of A Level or above.

It is essential that you can demonstrate a strong background within a similar environment as a Paraplanner as well as having an outgoing and aspirational personality. To be successful in this Paraplanning role, you will also need to be a good communicator and have a working knowledge of the financial services industry across the full range of investments, pensions, retirement solutions, trusts and both personal and business protection.

Your key responsibilities will be provision of high-quality technical support and a good standard of literacy, written grammar and numeracy. Day to day duties will include fund and product research, writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing letters, overseeing the implementation of investments, cash flow modelling, attendance at client meetings and liaising with team Administrators to ensure general client administration is kept up to date.

You will be computer literate with the ability to use Microsoft Office including Excel and Word with a good knowledge of analytical tools and numerical aptitude.

• Receiving instructions during debriefings from advisers following client meetings.

• Interpreting data obtained by advisers during client meetings.

• Analysing data and using research tools to provide solutions to meet client needs and objectives.

• Providing records to support research undertaken.

• Consolidation of client needs and objectives, recommendations, and course of action in a written format via a suitability letter, client specific illustration and key features document.

• Carrying out all tasks in a manner consistent with compliance procedures.

• Preparation of existing client files ready for reviews.

• Ensuring all client files are compliant on an ongoing basis.

• All business-related administrative duties

If you are a team player who enjoys a collaborative environment, who is highly industrious and pro-active with the ability to anticipate Adviser needs please do make contact.

We can offer in return a Company pension scheme (currently with 5% Employer contribution), 4 x Death in Service Life Cover Employee Lifestyle Benefit scheme.

If you were to join this business, you will become part of an ambitious team that is passionate about providing Independent impartial financial advice. You will be provided with opportunities for progression enabling you to achieve your career aspirations by gaining professional training and qualifications

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