Paraplanner

Overview

Fram Search are working with a Chartered Financial Planning company with a national presence. Due to the increase in new client and annual reviews they need to add an additional paraplanner to their established team in Wilmslow. This is a great opportunity for a Diploma qualified paraplanner to progress your career with a well-established and fast-growing company. Building and maintaining a solid business support team is paramount to the business success which enable our client to continue to deliver an excellent quality of service to their growing client base and support to their financial advisers.

Role Objective

They are seeking a detail-oriented and analytical Paraplanner to join our team. In this role, you will work closely with financial advisers to support the financial planning process and ensure the delivery of high-quality advice to our clients.

Responsibilities

• Conduct comprehensive financial analysis to assist in the development of financial plans.
• Gather and organise client financial information, including income, expenses, assets, and liabilities.
• Use financial planning software to model various scenarios and projections.
• Prepare and review investment proposals and reports for clients.
• Collaborate with advisors to develop and implement customised financial strategies.
• Stay abreast of industry trends, regulations and changes in financial markets.
• Conduct research on financial products and investment opportunities.
• Ensure compliance with regulatory requirements and company policies.
• Maintain accurate and up-to-date client records.
• Ensuring all tasks are carried out within FCA regulatory requirements.
• Notifying advisers of any complaints received and following appropriate procedures within the complaints handling process.
• Recording all correspondence.
• Ensuring that all dealings with clients are of an appropriate and entirely factual nature.
• Be committed to your own personal professional development, keeping knowledge up to date and attending any relevant learning sessions or other training arranged by the company.
• Undertake all other duties as reasonably required and directed.

Qualifications

An ideal candidate will be an experienced paraplanner, with a good knowledge of investments, pensions, personal tax, estate planning and protection and have the ability to perform basic tax calculations.

Knowledge using back-office systems like Genovo and / or Intelliflo Office. The ability to communicate effectively both verbally and in writing, and to deal with individuals at all levels. Be able to work within defined business processes and build strong relations with colleagues and clients. To hold the CII Level 4 Diploma or equivalent. Desire to work towards Chartered status will be fully supported.

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