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Paraplanner, (Diploma 4 Qualified) - Salary £43,000- £48,000 DOE + Excellent Benefits
Based: Home Based or office
We are searching for an experienced and professional Holistic Paraplanner to join our market leading Client a large Wealth Management firm who provide advice to HNW individuals and SME’s.
Suitable candidates must be fully Diploma 4 qualified, and ideally have started Chartered exams, but experience is more important - you must have 3-4 years whole of market Holistic Paraplanning experience.
Key Responsibilities:
- Use research tools to ensure independent/whole of market/holistic advice is provided to the Client
- Review Client Fact-Finds/Client Meeting notes against defined Compliance guidelines
- Issue clear and accurate feedback confirming required actions to avoid complaints
- Liaise with consultants for additional information to support the recommendations made
- Prepare draft suitability reports within an agreed timescale for the Client based on the information received/researched.
- Maintain the technical knowledge necessary to assess the suitability of advice provided by consultants
- Identify and report potential cases of financial crime
- Maintain records to the standards necessary to demonstrate Consultant performance
- Meet the departmental standards regarding service standards and productivity.
- Obtain illustrations and Key Features Documents and associated documentation
- Ensure all record keeping is maintained on the Clients database
- Work in a team and manage individual targets for work
Essential Skills and Experience:
- Several years’ experience within a Financial Services environment - specifically Paraplanning within an FSA regulated environment is essential
- Experience of holistic paraplanning and file checking is essential - ideally 3 years minimum
- Experienced within pensions specifically and pensions transfers (DB schemes) - ideal but not essential
- Experience of working within an IFA firm is ideal used to working to targets
- Excellent analytical and evaluation skills
- Dealing with FSA objectives, Principles, advice processes and propositions
- Ideally fully Diploma 4 qualified and keen to become Chartered.
- Strong organisational skills with good IT skills are essential.
- Excellent communication skills and high level of numeracy is essential
This is a great opportunity for a motivated and professional holistic Paraplanner to join an exceptional firm who will support your career, provide excellent benefits, full home working set up and flexible working.
Full training will be provided for the successful candidate on our Client’s business process, workflow and back-office system, and there are genuine opportunities to progress. Apply today or telephone us for more information about this role.
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