25,000 - 38,000
Our Client, a Financial Planning Practice based in the North West, is now looking to recruit a competent and technical Paraplanner to join their growing team in North Manchester.
Working alongside two Paraplanners, a a team of Advisers the successful candidate will join the fast paced and demanding technical Paraplanning Department.
Supporting the Partner Practice, you will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the business and assisting with the achievement of business targets.
Daily duties will consist of;
Fully analyse clients\' requirements and accurately record client data;
Research and analyse financial products to meet Client requirements and objectives;
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of APTUS reports;
Stay abreast of legislative changes and other regulatory issues taking necessary action as required
Work within and stay up to date with template changes and advice notes
Providing support for the Financial Planners
Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
Completion of Advice Sets
To help maintain business flow and meet agreed targets
Supervising the training of the Trainee Paraplanners and any potential new Paraplanning staff and assisting with their training plans
Researching and developing IT Systems in line with the business objectives to improve workflow
Individual workflow and task delivery
Undertake continuous professional development to meet regulatory requirements and personal development needs
The successful candidate will need to have proven experience working as a Paraplanner - preferably within an IFA environment with Knowledge of investment and pension products and ideally be Level 4 Diploma qualified. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills.
Our client is looking for someone with a can-do attitude, who can deliver a first class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.
For further information please contact one of our specialist consultants quoting REF: NJR 11118