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Due to continued success, our client, a hugely respected IFA Practice, is seeking an industry-experienced, ambitious and dedicated Paraplanning Manager with a focus on technical excellence and compliance to join their Leadership Team on a permanent basis, with hybrid (4 day week) working
Key responsibilities will include:
- Monitor quality of Paraplanning work produced by Paraplanners/Trainee Paraplanners and outsourced Paraplanners.
- Liaising with outsourcing Paraplanner firms and arranging work to be completed.
- Act as point of contact regarding queries in relation to Paraplanning work.
- Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings.
- Receiving and carrying out instructions from meeting notes/tasks from Financial Planners following client meetings.
- Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
- Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
- Generating and accurately saving research undertaken in a structured and consistent format.
- Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
- Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports.
- Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades.
- Analyse and provide specific client portfolio reporting
This is an exceptional opportunity to join a reputable firm who firmly believe in employee development and offer genuine scope for progression.
