Paraplanner
other jobs K Capital Group Ltd
Added before 1 Days
- England,North West,Greater Manchester
- Full Time, Permanent
- Salary not specified
Job Description:
Full job descriptionPareto Financial Planning, part of K3 Advisory Group, has an opportunity for a highly experienced Paraplanner responsible for delivering complex financial planning support to our clients and adviser. Our Paraplanners plays a key role in the delivery of high-quality client outcomes.
This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week.
Key Responsibilities
Financial Planning & Analysis
*Conduct triage to identify information required to compile each financial plan recommendation.
*Identify areas for planning.
*Discuss and establish client objectives with the financial adviser.
*Analyse client fact-finds to identify needs, priorities and potential solutions.
*Conduct research on financial products, providers and market trends.
*Perform cashflow modelling and scenario analysis.
*Liaise with the client’s legal and tax advisers if appropriate.
*Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
*Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
*Liaise with the Administration teams to ensure any recommendations are correctly implemented.
Technical, Risk & Compliance
*Provide technical expertise across pensions, investments, protection, and financial planning.
*Ensure all recommendations are compliant with FCA regulations and company procedures.
*Keep up to date with legislative and market changes.
*Maintain accurate and up-to-date client records.
*Liaise with providers, platforms, and internal teams to progress cases.
Adviser Support
*Work closely with Financial Advisers to develop appropriate strategies for clients.
*Attend client meetings when required to support technical discussions.
*Assist in preparing review packs and client documentation.
Skills & Experience
*Minimum of 4 years’ experience at a Paraplanner level.
*Ideally, Diploma 4 qualified in Regulated Financial Planning Excellent analytical and report-writing skills.
Reward Package
*35 hours per week Hybrid Working (3 days Office and 2 days at Home - full time employee).
*25 days holiday plus Bank Holidays.
*1 x holiday - Birthday holiday
*Loyalty holidays with continued service.
*Christmas Closure (need to retain 3 days from allowance).
*Profit Sharing Scheme.
*Pension (auto-enrolment, then increasing dependent on length of service).
*Private Medical Insurance (after 12 months).
*Life Assurance.
*Long Term Service Awards.
*Fully funded company social events – summer and winter.
*Generous Study/Training Program.
This position operates on a hybrid basis, 3 days in our Manchester office and 2 days from home each week.
Key Responsibilities
Financial Planning & Analysis
*Conduct triage to identify information required to compile each financial plan recommendation.
*Identify areas for planning.
*Discuss and establish client objectives with the financial adviser.
*Analyse client fact-finds to identify needs, priorities and potential solutions.
*Conduct research on financial products, providers and market trends.
*Perform cashflow modelling and scenario analysis.
*Liaise with the client’s legal and tax advisers if appropriate.
*Consider current and future allocation of assets for investment strategy with regard to client’s risk profile and their objectives.
*Prepare suitability reports and financial plans in line with client objectives and regulatory standards.
*Liaise with the Administration teams to ensure any recommendations are correctly implemented.
Technical, Risk & Compliance
*Provide technical expertise across pensions, investments, protection, and financial planning.
*Ensure all recommendations are compliant with FCA regulations and company procedures.
*Keep up to date with legislative and market changes.
*Maintain accurate and up-to-date client records.
*Liaise with providers, platforms, and internal teams to progress cases.
Adviser Support
*Work closely with Financial Advisers to develop appropriate strategies for clients.
*Attend client meetings when required to support technical discussions.
*Assist in preparing review packs and client documentation.
Skills & Experience
*Minimum of 4 years’ experience at a Paraplanner level.
*Ideally, Diploma 4 qualified in Regulated Financial Planning Excellent analytical and report-writing skills.
Reward Package
*35 hours per week Hybrid Working (3 days Office and 2 days at Home - full time employee).
*25 days holiday plus Bank Holidays.
*1 x holiday - Birthday holiday
*Loyalty holidays with continued service.
*Christmas Closure (need to retain 3 days from allowance).
*Profit Sharing Scheme.
*Pension (auto-enrolment, then increasing dependent on length of service).
*Private Medical Insurance (after 12 months).
*Life Assurance.
*Long Term Service Awards.
*Fully funded company social events – summer and winter.
*Generous Study/Training Program.
Job number 3882699
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Company Details:
K Capital Group Ltd
Company size: 500–999 employees
Industry: Financial Services
Welcome to K3 Capital Group, a multi-disciplinary and complementary group of professional services businesses advising UK SMEs, with some operations o...