Paraplanner, Milton Keynes

  • Job Reference: 00000318-1
  • Date Posted: 10 November 2021
  • Recruiter: Independent Resourcing Consultancy
  • Location: Milton Keynes, Buckinghamshire
  • Salary: £26,000 to £30,000
  • Sector: Paraplanning, Client Services
  • Job Type: Permanent
  • Contact: Lewis Greene
  • Email: lgreene@ircfs.com

Job Description

Independent Resourcing Consultancy is working exclusively with a prestigious firm of financial planners based in the heart of Milton Keynes who cover all aspects of Financial Planning and our client key aim as a business is to build long-term relationships with all clients throughout the UK.

This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services and financial planning, we are looking for someone who wishes to embark on a path of continued professional development.

The role would suit a motivated professional to join a very busy IFA practice and become a key team player within the IFA support team based in the Milton Keynes office ensuring the business generated by the financial planners is processed correctly and in a timely manner.

IRC is looking for an individual who must have experience dealing with high net-worth clients and have a personal-able approach. You will be familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of your role.

Personal attributes are important, you should be comfortable conversing with clients/providers and work colleagues, be technically advanced and have a real desire to learn, improve and strive for perfection.

The Paraplanner duties of the role are listed below, but primarily your role would be to support the Financial Adviser in formulating appropriate advice.

Paraplanner Duties

  • Undertake basic fact find activities.
  • Identify new business opportunities from existing client bank and previous advice opportunities, together with other available sources.
  • Liaise with advisers, clients and finance providers to implement recommended advice.
  • Prepare presentation pack including collating all relevant and appropriate forms, reports, additional documents and brochures using the appropriate checklists.
  • Undertake research to identify suitable solutions to meet the clients’ needs.
  • Maintain CRM system.
  • Monitor and maintain client assets on Platform.
  • Ensure all compliance paperwork is on file and in order.
  • Monitor progress of new business cases and respond to queries or requests for further information.
  • Keep up to date with technical and professional development.

Key skills required:

  • Outstanding communication and organisation skills
  • Excellent attention to detail
  • Use own initiative and have a 'can do’ working style
  • Ability to prioritise and work to tight deadlines
  • Willingness to quickly learn new skills
  • Able to explain complex information clearly and simply
  • Excellent customer service skills
  • Computer literate with the full MS Office
  • Confident with Financial Express (FE) Analytics (but not essential)
  • Honest and trustworthy attitude. Respect for confidential information
  • Ideally you will be studying towards becoming Level 4 Diploma qualified (but not essential)

Next Step

IRC has worked with this particular client for over 15 years and our client has a brilliant track record in supporting career development within the business, this really is a fantastic opportunity, apply for this great opportunity and kick-off 2022 with an exciting career path for learning new skills.