A very successful, well established IFA practice is seeking a Technical Paraplanner. You would be a member of a team of paraplanners, supporting a number of Advisers, working within a very friendly, supportive working environment.
Key responsibilities:
The technical and practical evaluation of financial planning products & sharing product information with advisers and other paraplanners
Assisting with the development and implementation of a strategy that will enable a client to meet financial objectives
Preparation of letters, suitability reports and other documents as part of the advice process, including reviews
Helping advisers prepare for client meetings, including the preparation of all relevant paperwork
Updating client records, analysing progress and presenting information in accordance with annual review procedures
Ensuring that all dealings with clients are in accordance with internal and regulatory guidelines
- Treating Customers Fairly (TCF)
Ensuring that clients are always dealt with fairly
Assisting in the development of systems and procedures in respect of all points above
Assisting with special projects at the request of the Partners
Candidate profile:
- Level 4 DipPFS preferable, or working towards. Advanced qualifications could influence salary
- minimum of 3 years’ experience as a technical paraplanner
- knowledge of investment funds and asset allocation
- knowledge of & experience in pre & post retirement planning
- knowledge of & experience in cashflow planning
- knowledge of tax treatment of different fund types and product wrappers
- knowledge of investment, pension and annuity products
- knowledge of financial planning legislation
- knowledge of income Tax & CGT rules
- awareness of FCA compliance requirements
- a good standard of English and Mathematics
- good communication skills – both verbal and written
- experience of both bespoke and templated report writing
- ability to obtain, assess and act on information
- highly organised
- excellent attention to detail
- good working knowledge of Microsoft Office Word & Excel
- previous experience of Defaqto, Selectapension, FE Analytics and CashCalc an advantage
- common sense approach to work, able to work unsupervised & take responsibility for own caseload
In return, the Technical Paraplanner can expect a basic salary up to £45K, depending on experience & qualifications. Offering a flexible working arrangement, you would be able to work from home 2 days per week once established.