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Part Home Based Paraplanner - Godalming

Posted 16 April by REED Insurance Easy Apply Ended
My client a leading Pensions and Wealth Planning IFA Practice is actively looking for a senior office based paraplanner to work in their prestigious offices in Godalming Surrey.  The successful applicant will currently be writing very Techincal Parpalannig reports and be able to hit the ground running swiftly.    Full Diploma as a minimum qualiifed you will have srong report writing skills and be confident in providing the best possibly client policy and product solutions. 

The main duties will include the following:-

• Support in the development and maintenance of client relationships
• Ability to assess client needs and support an appropriate advice solution with guidance from the Consultant
• Work with the Consultant to technically validate advice provided and pro-actively challenge where necessary
• Assist the Consultant with research and creation of client suitability reports in a timely and efficient manner. Ensuring all documentation explains to clients as clearly as possible pros and cons of advice given, and ensuring that all regulatory obligations have been adhered to
• Obtain illustrations, related documentation and forms to support suitability reports
• Preparation of suitability reports including re-balancing of portfolios, drawdown reviews, investments, pension transfers, estate planning (IHT), VCTs and EIS etc
• Manage pipeline reports, updating workflows as required for the Consultant
• Prepare client portfolio information and performance data in support of client meetings, visits and presentations, including comparative review documents, pre-review portfolios, update cashflows, income forecasts
• Liaise with product providers/intermediaries with regard to clients’ policy issues as required
• Provide research as required by the Consultant/team
• Ensure that client review packs are accurate and complete and address previous action points
• Provide excellent personal client service at all times, deliver the best possible outcome for the client
• Attend client review meetings with Consultants to continue to broaden knowledge and/or participate in client meetings if required
• Ensure client records and files are kept up to date with telephone, face to face and email discussions with the client and product providers, and that all records are properly scanned to the client record.
• Undertake any projects or duties instructed by the Consultant or Senior Paraplanner in a timely and accurate manner
• Where required provide support to the Technical committee
• Complete and maintain the annual requirement for CPD
• Keep abreast of industry best practice, issues and trends in relation to changes in such matters as legislation, taxation and new product developments
• Assist and support the development of Trainee Paraplanners as required, in addition providing peer review and guidance on draft documentation
• Provide guidance to the Client Services Administrators with complex cases
• Ensure all work is in keeping with the company’s current best practice, templates and compliance requirements including completion of ceding scheme templates where needed
• Successfully complete the compulsory Anti-Money Laundering and Information Security training and any other mandatory compliance or regulatory training as required by the business, Group and FCA regulations

To be considered you must be able to demonstrate the following:-

• Proven experience in a comparable paraplanning role gained within an IFA or equivalent environment focused on holistic financial planning for private clients encompassing pensions, investment and protection
• Experienced in the preparation of suitability reports and client letters across a broad range of products and contract types e.g. IHT, investment (including discretionary mandates), pension transfers, protection, VCTs, EIS etc
• Strong knowledge of research and provider systems
• High standard of competency and knowledge of:
o IT systems and software (Microsoft Word and Excel) including provider websites for processing
Training, education & qualification:
• Good general education, including GCSE Mathematics and English grade B or above or equivalent qualification. Ideally educated to A Level standard or equivalent qualification (or individuals deemed ‘qualified by experience’ would be considered)
• Achieved Certificate in Financial Planning (or equivalent qualification), and making substantial progress towards completing Diploma in Financial Planning or Diploma in Regulated Financial Planning (or equivalent)

Reed Specialist Recruitment Limited is an employment agency and employment business

Reference: 33972385

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