Paraplanner – Liverpool

Paraplanner
Liverpool
Posted 4 weeks ago

Paraplanner

Location: Liverpool

Salary: 20-35k dependent on experience

Email your CV to josie@artemisrecruitment.co.uk

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.

This involves:

 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 protection;

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

Job Features

Job CategoryFinancial

Apply Online

A valid phone number is required.