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Paraplanner

MERJE Ltd
Posted 15 days ago, valid for 19 days
Location

Manchester, Greater Manchester M17 1DJ, England

Salary

£45,000 - £54,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.
  • The role requires a minimum of 2 years of experience and offers a salary in the range of £35,000 to £45,000 per annum, depending on experience.
  • Responsibilities include supporting advisers with non-client facing tasks, reviewing client investment portfolios, and preparing suitability reports.
  • Candidates must hold a DipPFS (Level 4) qualification and demonstrate excellent technical knowledge of pensions, investments, and protection.
  • The ideal applicant will possess strong organizational skills, attention to detail, and a positive attitude while ensuring compliance with relevant regulations.

Our client, a leading Wealth Management firm are looking for an experienced Paraplanner to join the team on a permanent basis. 

As Paraplanner you will be responsible for providing support to the firm’s advisers in completing non-client facing tasks in relation to the preparation and administration of recommendations being made. Role Responsibilities:

  • Liaising with advisers as appropriate
  • Making sure any updates and reports are issued to clients in a timely manner
  • Reviewing client investment portfolios, asset allocations, risk profiles etc. when requested.
  • Preparing recommendations, including: Identifying and discussing areas with the adviser, undertaking relevant research and preparing documentation to be reviewed by the adviser.
  • Implementing recommendations, including: Preparing suitability reports, completing applications / proposal forms and when instructed, making changes to a client’s investment portfolio
  • Preparing and maintaining client files, including:
  • Support Financial Planners/Directors with ad hoc queries and tasks, including MI and research requests
  • Making sure you follow the firm’s compliance processes and procedures at all times in all areas, for example, (not exhaustive), complaints, financial crime, anti-money-laundering, anti-bribery, data security, data protection, conflicts of interest inducements, record keeping, best execution.
  • Comply with the Financial Services and Markets Act 2000, the FCA’s Conduct rules and Statements of Principle & Code of Practice and the relevant rules from the FCA at all times
  • Keeping up to date with relevant regulatory, product, legislative and technical requirements 

Key Skills & Experience:

  • DipPFS (Level 4) is essential for this role. There is a further expectation that successful applicants for a paraplanner role will work towards achieving Chartered (Level 6) status.
  • Excellent technical knowledge of pensions, investments and protection
  • Comprehensive knowledge of the financial services market
  • Proven ability to work well both as an individual and within a team
  • Experience of producing high-quality, articulate and technical suitability reports and supporting research with strong compliance results
  • Willingness and ability to respectfully challenge Financial Planners, where appropriate
  • Having a positive culture attitude at all times
  • Excellent attention to detail
  • Excellent organisational skills 
  • General IT skills, including ability to ensure ongoing knowledge of platform enhancements

Please note, should feedback not be received within 28 days due to the large volume of applications, unfortunately, your application has been unsuccessful. However, we may be in touch with similar relevant opportunities.

If you would like this job advertisement in an alternative format, please contact MERJE directly.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.