Paraplanner

Recruiter
Reed
Location
Reading
Salary
£30,000 - £39,999
Posted
29 Aug 2019
Closes
05 Sep 2019
Ref
1230164958
Category
Accounting
Contract Type
Permanent
Hours
Full Time
My client are a multi-national firm offering a range of legacy clients unrivalled holistic financial advice. The growth of the company has happened exponentially due to recent acquisitions and they are seeking an experienced Paraplanner to join their friendly team.

Key responsibilities
  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
  • Undertake quotes using relevant in-house platforms or request quotes from external providers.
  • Undertake the necessary research and analysis, including:
    • Fund analysis
    • Product comparison
    • Product analysis
    • Fund research
    • Charges analysis
  • Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely.
  • Discuss the reports with the Financial Adviser, amending as necessary.
  • Instruct the IFA Administrator to proceed with preparation of the pack for the client.
  • Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
  • Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review workflow across the team.
  • Report obstacles and deviations from the agreed timescales to the Financial Adviser and IFA Administrator, so that client expectations are appropriately managed.
  • Ensure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened.
  • Support the Treating your Customers Fairly (TCF) initiative.

Experience & core skills
  • Demonstrable paraplanning experience.
  • Demonstrable knowledge of and proficiency in research tools ideally to include at least some of the following:
    • Pension research: O&M
    • Fund & Portfolio research: FE Analytics
    • Protection: Avelo Exchange
    • Annuity research: Avelo Exchange
    • Cash flow research: Voyant & Distribution Technology

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