Salary: 20-35k dependent on experience
Email your CV to firstname.lastname@example.org
Our client is looking for an additional Paraplanner for their growing practice. You will be supporting one or more Financial Adviser/s with the advice process in a compliant and efficient manner.
Managing tasks and the advice process
Conducting regular meetings with the Adviser in order to:-
o manage new business leads;
o keep abreast of the Adviser’s(s) new business pipeline, their targets and how they are doing against targets;
o receive and manage client meeting notes.
Undertaking research into the various different financial wrappers that can be held by a client; understanding which products are suitable for which clients and also the advantages and disadvantages of each product.
Writing client suitability reports using the company’s preferred report writing software in the following areas:-
o new pensions;
o pension switches;
o self-invested personal pensions;
o retirement options; o investments, including ISAs, investment bonds, OEICs, structured products.
Keeping abreast of current pension and tax legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given.
Understanding and suitably applying the company’s investment process and various investment offerings to meet a client’s attitude to risk, personal circumstances and financial objectives.
Understanding and using the company’s software to support the advice process, including:-
o Genovo o SelectaPension o Dynamic Planner o X-Plan o Iress o Voyant2
Develop a working knowledge of insurance providers websites/online client platforms to assist with:-
o printing the correct documentation to support business sign ups;
o performing online fund switches; o managing client data.
Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process).
Supporting the Adviser(s), as and when appropriate, in building cashflow models to assist the client in overseeing their financial position and forecast future financial scenarios.
Managing fund switches on client pensions and investments. Communicating with clients and ensuring they are invested in line with their risk profile and placing fund switches.
Communicating with clients, assessing any tax implications and placing withdrawals. Dealing with withdrawals from pensions and investments in general.
Preparing new business cases for Compliance sign-off.
Working with the Compliance and Operational Support departments to ensure the successful submission and completion of new business applications.
Building relationships with clients both over the telephone and via email.
Attending client meetings with the Adviser, if required.
This is a great company, with a friendly team, good bonuses and rewards CPD