Paraplanner

Who Are We?

We’re an award-winning financial planning practice with multiple offices across the North-West and Cheshire. We help people understand their life goals, dreams and objectives, and create an effective financial plan to help achieve them.

Over the next decade, our aim is to assist 5000 families in attaining financial independence and leaving a legacy, alongside offering fulfilling careers for over 100 team members who resonate with our values. We empower our clients to achieve financial freedom and create a lasting legacy, while supporting our team members in finding satisfaction in their work, advancing in their careers, and taking pride in their accomplishments.

KBA are passionate about giving back to the community and helping those who need it where we can. We do this on both a company level and an individual level to engage with amazing causes close to our hearts.

We’re currently a talented, ambitious team of over 40 people with plans for continued growth over the years to come. Having doubled in size in the last few years and growing our turnover by over 25% per year consistently, it’s an exciting time to consider a career with us at KBA.

Our ethos is that we want to help people have better lives. That includes our team members, clients, and causes that are close to our hearts. So why not be part of this exciting, growing team that genuinely cares about your future and the impact we have on you, the customers, and the communities in which we operate?

The Role

We’re on the hunt for a fully qualified Paraplanner to join us at KBA and will be responsible for the collation information to create financial plans and specialist reports, keep knowledge up to date and do fund and product research, sit in client meetings where appropriate, tax year planning and support the admin team with client support where required.

Day to Day Accountabilities

• Provide technical, research and administrative support to the planners to develop suitable client recommendations.
• Produce all relevant paperwork and regulatory requirements for the planner to present potential solutions to clients.
• Create financial plans and cash flow forecasts.
• Keep knowledge up to date on fund research.
• Assist with fund and product recommendations.
• Assist with tax-year planning.
• Sit in client meetings and deal with any follow-up for the planners.
• Produce compliant and detailed client suitability reports where required.
• Assist in the management of client relationships, including attendance at client meetings, receiving client phone calls, and providing information of a technical nature if requested.
• Produce regular client portfolio reviews and technical and industry updates with relevant additional commentary to support the client proposition.
• Liaise on a proactive basis with the planner on a regular and structured basis to work on cases and provide updates.

Key Responsibilities

Contacting prospects or clients to:

• Arrange meetings and update current information.
• Answer general questions about financial planning or technical elements of the client's arrangements.
• Gather necessary information from client so that a financial analysis can be completed.
• Review the client’s financial statements, legal documents, and other data.

Prepare summaries of:

• The client’s goals and objectives and their present situation
• The effect of their current arrangements on future circumstances using relevant financial planning tools
• Prepare detailed options for the planner to consider in supporting the client’s financial planning objectives.
• Prepare calculations summarising the client's investment management needs, critical illness, disability, and life insurance needs.
• Prepare proposals for the solution that the planner has selected for the client, including approved product illustrations and literature, and establish details on the chosen investment platform where applicable.
• Act as point of technical expertise for the practice, updating the Planner on any relevant information or changes that may impact on client management or recommendations.
• Manage the delivery of ongoing service requirements, maintaining accurate OWS and CRM records.
• Produce client-facing material in preparation for ongoing service meetings.

Requirements

• At least 2 years’ experience in a Financial Services administration/ para-planning role.
• Have the level 4 CII diploma.
• Excellent literacy and numeracy skills.
• Strong interpersonal and organisational skills.
• Working knowledge of Office 365.
• Working knowledge of Platforms.

Benefits:

• 25 Days holiday plus bank holidays and your birthday off
• Life Insurance
• Income Protection
• Bonus scheme
• Pension - Salary sacrifice matched up to 5%
• Death in service 4x your salary
• We offer study and exam support
• Discounted financial products and advice
• Learning library