Paraplanner

  • Job Reference: 1091
  • Date Posted: 15 August 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Cheadle, Cheshire
  • Salary: £25,000 to £35,000
  • Sector: Administration, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk

Job Description

IRC is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle, Cheshire.

Role overview

  • To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners
  • To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner
  • To assist the Technical Services Manager in mitigating and highlighting any risks to the business
  • To provide relevant MI data when requested to the Management Team

Responsibilities

Research, Technical Support, Written Reports and the Preparation of Advice

  • To provide technical support, highlighting areas of possible business to Advisers
  • To use the approved research tools to provide the adviser with research to support their recommendations
  • To analyse and research options for the advisers including products and providers as necessary
  • To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning
  • To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner
  • To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and/or your Manager where appropriate
  • To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant

Assisting the Technical Services Manager in mitigating and highlighting any risks to the company

  • Provide support to the Technical and Services Manager as required
  • Assist other colleagues with any technical and compliance queries as required
  • Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained
  • Flag any areas or processes where processes are missing or inefficient
  • Provide any MI data requested by the management team in a timely fashion as required

Other Duties

  • To Proactively suggest improvements for the continuing progression of the team and the Company
  • Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion in line with the Administration role as and when required by your Manager
  • Use of Back Office system and any other systems as required to ensure smooth running of the Paraplanning role / administration role as required and the Company
  • Proactively enhance your own Industry and Company knowledge, through external and internal sources to ensure knowledge is up to date and accurate

 

 

 

 

 

Skills required

  • Attention to detail
  • Strong technical knowledge of financial services
  • Excellent standard of written & verbal communication to be able to liaise with advisers, providers and clients
  • Effective technical and product research using own initiative where appropriate
  • Ability to manage time and your own workload as well as working in a team
  • Ability to interpret data and to analyse where existing procedures and practices do not meet with current regulatory standards
  • In depth understanding of compliance within Financial Services
  • Microsoft Office, including, Excel, Word, PowerPoint and Publisher

Qualifications

Diploma in Financial Services (or working towards equivalent)

Knowledge

An understanding of Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning

Experience

A minimum of two years’ experience in Financial Services

If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.