Paraplanner

Our Brighton based Financial Advice client have engaged with Birchlake Recruitment to support them with the search for an experienced Paraplanner to join the existing team. This is a hybrid role with 3 days a week expected in the office.

Overview of the role:

The role of the Paraplanner is to work alongside and provide knowledgeable and technical support to the Advisers to ensure the appropriate end to end management of the client lifecycle using the firms agreed policies, processes and toolset.

Key responsibilities:

• Technical knowledge of products and procedures as well as law. Ability to work with defined business processes.
• Participates in weekly meeting to organise and prioritise workload. Organises regular touch points during the week to ensure that activities and deliverables are carried out to plan and within deadlines
• Works with the Adviser(s) to ensure that client reports (suitability reports, annual review reports, meeting notes, portfolio report) are generated from Intelligent Office/Genovo using the standard templates where appropriate; and producing/updating/writing more technical reports as required
• Supports the Adviser(s) in utilising other agreed toolsets to provide data for client identification for example lifestyle planning via cashflow analysis, risk reports, investment analysis etc.
• Conducting research required to support advice from Adviser(s) including all relevant analysis, technical product research, producing illustrations etc.
• Liaising with Compliance Teams, and completing any remedial work required to allow the Adviser(s) to proceed with the business
• Provides support for the Client Support Manager in defining and carrying out organisational projects and initiatives
• Completion of mandatory/regulatory training to given deadlines

The ideal candidate will possess:

• Industry qualifications: CISI/CII Level 4/DipPP, J09, J10, CF1/R01-6
• An eagerness to progress to Chartered Financial Planner status (preferred)
• A minimum of 4 years relevant industry experience
• Excellent administrative, research, report writing and communication skills
• Excellent analytical skills with a preference for working in a structured, planned manner

Please apply now if you are interested in this Paraplanner vacancy.