Paraplanner

Recruiter
Mark James Search Limited
Location
Birmingham
Salary
£30,000 - £39,999
Posted
26 Sep 2019
Closes
02 Oct 2019
Ref
1267258194
Category
Accounting
Contract Type
Permanent
Hours
Full Time
Our client, a financial advisor, based in Birmingham, is currently hiring for an Paraplanner to support the client advisory process, playing a key role in providing an all-important, quality, sales support function.

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.

Requirements
  • Financial Planning Diploma Qualified (or equivalent professional qualification).
  • 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
  • Risk profile: Distribution Technology
  • Product comparison: Capita Product comparator
  • Wrap comparison: Wrap comparator
  • Experience of, or understanding and a willingness to work with a centralised investment proposition, including:
  • Single fund multi-asset/multi-manager solutions
  • Discretionary Fund Managers
  • Model Portfolios
  • Proven ability to work with templated suitability reports.
  • Experience of including additional bespoke explanations for recommendations made outside of the standard template.

This is a full time, permanent position working Monday-Friday, 37.5 hours per week.

Our client offers an excellent remuneration package and excellent career progression prospects.

Please apply online to be considered.

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