Paraplanner - Bolton

Paraplanner - Manchester

My client is a multiple award-winning Wealth Management firm, who are looking for an experienced Paraplanner to join their business. You will support the team of Independent Financial Advisers (IFAs), possessing extensive market knowledge in providing independent financial advice in relation to complex financial advice matters.

My clients’ independent financial advisers provide bespoke solutions on all aspects of financial planning for both private and corporate clients including but not limited to, investments, pensions, inheritance tax planning, personal and business protection, group pension schemes and mortgages.

An opportunity has arisen within my clients IFA team for a Paraplanner; the successful candidate will join a well-established and thriving team providing administrative and technical support to the Head of Department.

Duties will include:

• Producing quality client friendly reports which outline recommendations and why they are suitable.
• Building good relationships with key stakeholders.
• Fund research.
• Implement and manage service standards within the team so that the IFA’s can manage their client’s expectations.
• Having a thorough understanding of the sales process, suitability letter requirements, internal pre-approval process and the regulatory requirements imposed by the FCA and SRA, and ensure these are reflected in your work.
• Conducting research to facilitate advice opportunities.
• Analysing complex financial information, undertaking calculations, and producing strategy reports.
• Provide timely and useful MI to various areas of the business.
• Meeting the regulator’s Fit & Proper requirements.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role.

Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.

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