Paraplanner

Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others.

They seek to add a Level 4 Diploma qualified, or one exam away, Paraplanner to their growing team on a salary up to £45k per annum. This individual will be responsible for providing excellent service to the Financial Planners by producing quality documents which provide clear advice to the client, based on solid market research and the client’s financial objectives.

Key Responsibilities

• To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate.

• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.

• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.

• Conduct fund research using the company 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

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

• Treat all data with complete confidentiality and take reasonable steps to protect this at all times.

• Maintain client records and update client information on back-office systems to keep an effective audit trail.

Work Experience:

• 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

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

Skills & Qualifications:

• Fully Diploma qualified, or one exam away.

• 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.

• Ability to work effectively to deadlines.

Competencies:

• Organised and efficient, manages their own time effectively and prioritises to maximise productivity.

• Adopts and demonstrates a proactive approach at all times.

• Self-motivated, works consistently with little supervision and takes a proactive approach to their work.

• Promotes cooperation and team working within their team, or with others. Develops a wide variety of successful networks across the whole business and demonstrates interdepartmental working