Para Planner

Clark James Recruitment
£30,000 - £39,999
26 Sep 2019
02 Oct 2019
Contract Type
Full Time
Para Planner /Paraplanner

We are currently working on behalf of a National IFA who due to experiencing continued levels of growth are looking for an experienced Para Planner to join their existing team.

Working closely with Financial Advisers and IFA Administrators, to support the client advisory process as a paraplaner you will play a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures.

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 and 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.

Applicants will be
  • 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:

o Pension research: O&M

o Fund & Portfolio research: FEAnalytics

o Protection: Avelo Exchange

o Annuity research: Avelo Exchange

Please contact Deborah Hulance who has over 15 years Financial Services Recruitment experience for further information regarding this role and similar vacancies in strictest confidence.