Support Paraplanner

  • Job Reference: JM/107
  • Date Posted: 27 April 2022
  • Recruiter: Independent Resourcing Consultancy
  • Location: Knutsford
  • Remote Working: 100% remote working possible
  • Salary: £35,000
  • Sector: Administration, Paraplanning, Client Services
  • Job Type: Permanent
  • Contact: Jon Minns
  • Email: jon@cf30.co.uk
  • Telephone: 07854851535

Job Description

IRC is delighted to be recruiting and experienced Support Paraplanner with experience of Defined Benefit (DB) Pension Transfers, on behalf of our client, a very well established and market leading financial planning firm which specialises in Pension Transfers.

THIS CAN BE EITHER OFFICE BASED OR REMOTE BASED SO WE WILL CONSIDER APPLICANTS ANYWHERE IN THE UK

Specific activities include:
Training and supporting the admin team on policy and scheme information

Check all compliance paperwork is present
Confirm client risk profile is determined
Identify areas for planning
Prepare information/comparisons for analysis by paraplanners
Consider current and future allocation of assets for investment strategy with regard to client risk profile
Complete application / proposals forms

Essential Attributes
These would be expected of an experienced paraplanner and developed in a trainee
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Detailed and accurate • Articulate
• Excellent inter‐personal skills, both written and verbal
• Ability to multi‐task and prioritise effectively
• Good IT skills  • Good report writing skills
• Ability to work independently and in a team
• Broad knowledge of financial services world
• High level of technical knowledge

Qualifications
•Ideally qualified to Level 4 Diploma or working towards