Job description
My client is a well-established financial advisory business in Manchester and they are currently looking for an experienced Paraplanner to join their team.
This is an excellent opportunity for a career minded individual to join a rapidly growing team and support the business in its next stage of development.
Job Purpose
To support and assist financial planners in the delivery of bespoke solutions to clients as part of the financial advice process. To collate and interpret client information and to contribute to the formulation of suitable strategies to meet client objectives. To prepare suitability reports which reflect the proposed strategy. To identify disadvantages in the solutions proposed for clients and to bring these issues to the attention of relevant staff and to refer issues for escalation if required. Other ad-hoc tasks and responsibilities commensurate with the role may be required.
Main Responsibilities
Providing technical, research and administrative support
Production of compliant and detailed client suitability reports and presentations
Help manage client relationship and taking/making calls in a polite and professional manner
Ability to gather and record evidence
Keeping full and compliant records on file
Liaising with advisers on a regular basis, to work on cases and provide updates
Prioritising workload in order to meet all deadlines
Occasionally taking on project work and assignments
Any other administration based duties that are considered appropriate to the role
Person Specification
Good knowledge across all advice areas (investment, pensions, protection but not mortgages)
A very strong interest in compliance and willingness to perform compliance support role
Excellent interpersonal and communication skills
Good understanding of the financial planning process and a knowledge of the financial services world
Excellent report writing skills and have a high technical knowledge
Good IT skills
Be able to plan and prioritise your own workload and work with minimum supervision
Ability and willingness to take personal responsibility in Director/Adviser support role
Able to work as part of a team
Achieved or be close to achieving an appropriate level 4 qualification
