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Head of Paraplanning

Posted 6 March by MERJE Ltd Easy Apply Ended

Our client is a highly regarded financial services organisation who are recruiting for a Head of Paraplanning to manage the team of Paraplanners. The purpose of the roles is to provide technical support, recommendations and report writing for the financial planning consultants.

The role-

  • Research and analyse products and providers for new clients, compiling suitability reports
  • Periodically reviewing available products; pro-actively seeking new product details to ensure appropriate recommendations can be made, meeting all client needs
  • Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a client’s risk attitude and in line with investment ethos
  • Reviewing both new contracts and alterations in product provider’s terms. Make product recommendations to Financial Advisors
  • Ensuring that all research material is on file and that records are organised
  • Maintaining procedures for the 'back office’
  • Provide support to the financial advisers to ensure compliance and new business submission documentation is accurate
  • Undertake annual review for existing clients, researching, analysing and making recommendations where applicable.

Key Requirements-

  • Experienced paraplanner with ideally 3-5 years in the role
  • Excellent Pensions knowledge with qualifications to support
  • Excellent knowledge of key areas of financial planning, including trusts, personal taxation, pension legislation, protection and investment principles
  • Ideally G60 or AF3 qualified

Reference: 34618391

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