Paraplanner - Hybrid WFH
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- England,West Midlands,Wolverhampton
- full-time
- £40,000 - £50,000 per annum, inc benefits, negotiable
Job Description:
An experienced Paraplanner is required to work closely with our Financial Planner, providing high-quality service and support to its clients.
This is a HYBRID role.
The ideal candidate will be committed to continuous personal development and will possess a strong understanding of the financial planning process.
Paraplanner Role:
*Collaborate with the Financial Planner to discuss client objectives and assist Financial Services Administrators in gathering necessary information to compile comprehensive financial suitability reports.
*Aid in identifying planning areas and sourcing solutions to meet client needs and objectives, including the preparation of tax calculations when necessary.
*Ensure client information is collected and maintained in accordance with ’know your client’ principles and company policy.
*Verify that all compliance documentation is accurate and complete when presenting suitability reports and recommendations.
*Prepare suitability reports and recommendations for approval by the Financial Planner, adhering to company policy, and prepare any necessary client documentation.
*Conduct fund research and analysis to support Financial Planner recommendations.
*Maintain and update suitability report templates to ensure compliance with regulatory and tax year changes.
*Manage a library of suitability report templates and conduct due diligence research on funds, providers, and platforms.
*Prepare and communicate monthly Cumulative return tables to Financial Planners and Team Leaders.
Paraplanner Skills & Qualifications:
*Diploma Level 4 or close to achieving it.
*A solid understanding of the financial planning process.
*Commitment to delivering quality service.
*Excellent client communication and relationship-building skills.
*Ability to work collaboratively within a team.
*Strong planning and prioritisation skills.
*Proficiency in using systems and processes relevant to the role.
*Demonstrated honesty, integrity, and ethical conduct.
*Adaptability and enthusiasm for the role.
*Dependability and a strong personal commitment to achieving outcomes.
*Ability to work independently without supervision.
What is in it for you??
A very competitive base salary, negotiable, between £40,000 and £50,000, hybrid working, continuous career development, exam support, comprehensive benefits.
This is a HYBRID role.
The ideal candidate will be committed to continuous personal development and will possess a strong understanding of the financial planning process.
Paraplanner Role:
*Collaborate with the Financial Planner to discuss client objectives and assist Financial Services Administrators in gathering necessary information to compile comprehensive financial suitability reports.
*Aid in identifying planning areas and sourcing solutions to meet client needs and objectives, including the preparation of tax calculations when necessary.
*Ensure client information is collected and maintained in accordance with ’know your client’ principles and company policy.
*Verify that all compliance documentation is accurate and complete when presenting suitability reports and recommendations.
*Prepare suitability reports and recommendations for approval by the Financial Planner, adhering to company policy, and prepare any necessary client documentation.
*Conduct fund research and analysis to support Financial Planner recommendations.
*Maintain and update suitability report templates to ensure compliance with regulatory and tax year changes.
*Manage a library of suitability report templates and conduct due diligence research on funds, providers, and platforms.
*Prepare and communicate monthly Cumulative return tables to Financial Planners and Team Leaders.
Paraplanner Skills & Qualifications:
*Diploma Level 4 or close to achieving it.
*A solid understanding of the financial planning process.
*Commitment to delivering quality service.
*Excellent client communication and relationship-building skills.
*Ability to work collaboratively within a team.
*Strong planning and prioritisation skills.
*Proficiency in using systems and processes relevant to the role.
*Demonstrated honesty, integrity, and ethical conduct.
*Adaptability and enthusiasm for the role.
*Dependability and a strong personal commitment to achieving outcomes.
*Ability to work independently without supervision.
What is in it for you??
A very competitive base salary, negotiable, between £40,000 and £50,000, hybrid working, continuous career development, exam support, comprehensive benefits.
Job number 1718702