Junior Paraplanner - hynrid working

Reed Financial Services are representing a forward thinking and growing wealth management business. who are committed to providing the very best financial advice through their top-quality teams.

They currently have an opportunity for a Junior Paraplanner to join either of their offices due to expansion.

Purpose of the role - To provide an excellent service to the firms Financial Planners, by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.

Research and Recommendations

• Provide research and analysis of investment funds and financial products, whilst considering

the client objectives.

• Conduct fund research using the Firms panel or FE Analytics where appropriate.

• Review asset allocation for any investment/pension holdings

• Complete financial cashflow forecasts, clearly demonstrating the clients current and future

financial position.

• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be

and how they will get there.

• Preparation of fund switch and encashment letters according to advice provided.

• Obtain applications, key features documents, factsheets, illustrations and product

comparison quotes through appropriate source – providing clear research of the advice

provided.

• Liaise with Product Providers / Third Parties regarding any technical queries

Team Working

• Build a strong working relationship with all colleagues across the business.

• Accurately complete new business sheets to be handed over to the PA.

• Complete 4-eyes checks on the completion of application/trust forms before submission to

the client or complete the forms if necessary.

• Complete 4-eyes checks of new business prior to PA submission to the providers.

• Provide support and assistance to other team members to ensure tasks are completed on

schedule and deadlines met.

• All work to be completed within agreed SLA’s.

• Provide absence cover for colleagues.

• Undertake project work and additional duties as and when required.

Work Experience:

Essential:

• Previous experience of working in similar role within financial services.

• Practical application of technical financial knowledge within career.

• Previous data research and report writing experience within financial services.

• Strong experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.

Desirable:

• Experience of working with IO back office software.

• Experience of working with FE Analytics research tool.

Skills & Qualifications:

Essential:

• Working towards becoming full Diploma qualified

• Good understanding of the Financial Planning process.

• Strong interpersonal skills, both written and verbal communication.

• Customer service skills – providing an excellent service to the adviser and client.

• Excellent planning and organisational skills.