Paraplanner

Posted 13 March by TEMPLEGATE RECRUITMENT

Job Title:Paraplanner

Location: Poole

Salary: £25,000 - £35,000 (per annum depending on experience)

Benefits: Holiday, Exams Paid, Progression

Due to continued expansion, our prestigious financial services practice is looking for an experienced Paraplanner to join there organisation and assist in dealing with increasing levels of demand.

You will be joining an experienced paraplanning team supporting Financial Planners by conducting product research and producing accurate and compliant client reports and suitability letters.

Duties will Include:

Providing financial planning and suitability reports using the appropriate research tools within the agreed timescale

Ensuring that factfinds and the adviser’s meeting notes are fully and comprehensively completed and that all outstanding information has been received prior to preparing any financial planning reports and suitability letters

Ensuring that on completion of business by the Financial Planner client files are complete and all relevant documentation enclosed before submission

Ensuring that client files are compliant on completion of new business, and where advice has been provided

Ensuring all Financial Planning and Suitability Reports and letters are compliant, technically accurate and completed in line with the IFP Business Standards and templates provided

Establishing strong relationships with clients and attending client meetings where appropriate or required

Submitting new business promptly to providers, ensuring legible copies are uploaded to the back office system and implementing agreed actions

Obtaining the information necessary to compile an accurate cashflow forecast

Preparing cashflow forecasts for clients and discussing these with the financial planner

Ensuring all meetings, enquiries and subsequent dealings with clients, introducers and product providers are conducted in a professional manner and comply with the company’s procedures

Working collaboratively with financial planners and administrators to ensure work in progress is completed in a timely fashion

To work with Financial Planners, other Paraplanners, Managers and Directors on other projects, from time to time as required

To maintain the professionalism of the firm at all times and act accordingly in all dealings with colleagues, clients, providers and visitors

Skills and Experience required:

Level 4 Diploma qualification in financial services is desirable

Paraplanning experience is essential

Excellent computer skills including Word and Excel

Excellent verbal and written communication skills

An ability to prioritise your workload and meet deadlines

Professional and confident telephone manner

Excellent technical knowledge

Good organisational skills

Good awareness of Data Protection legislation and risks

Required skills

  • Documentation
  • Financial Services
  • Paraplanning
  • Reports
  • Research

Application questions

Do you have a level 4 UK diploma in Financial Planning?
Do you have paraplanning experience?

Reference: 34671747

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