Paraplanner in Southport

Templegate RecruitmentSpecialists in Financial Services Recruitment

Position:Paraplanner

Location:Merseyside

Benefits:

• Health Cash Plan,
• Employee Assistance Program,
• Death in Service,
• 25 days plus bank holidays

Salary:£30,000 - £45,000 depending on experience and qualifications

About the Company:Our client, a chartered independent financial adviser (IFA) firm based in the sunny seaside town of Southport, Merseyside, is seeking a Paraplanner to join their expanding team.

The ideal candidate will be eager to take on an integral role within the firm and contribute positively to achieving excellent client outcomes. They are looking for someone who shares their client-focused outlook and has the technical aptitude to make a valuable impact on client results.

Key Responsibilities:

• Collating of client data to provide a detailed client overview.
• Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide basis for research and solutions.
• Use of risk profiling and fund analysis tools to provide detailed analysis of clients holdings, performance, risk, diversification, and reduction in yield.
• Assistance in the production of Suitability Letters.
• Responsibility for ensuring the Clients Compliance file is complete and correct for checking by the Compliance Manager.
• Use of Cashflow modelling tools to provide detailed analysis of retirement planning and income options.
• Attending client meetings, note taking and action point noting to be delegated to the administration team.
• Ad Hoc project work as and when required in order to comply and stay ahead of legislation and FCA regulations.
• Maintenance and management of the New Business Register, including regular reporting of Management Information to assist in T&C.
• Working with other Professional Advisers to collate client information and assist in the holistic advice process.
• Coordinating the administration function to ensure activities are completed accurately and within agreed timescales.
• All other proactive activities to support the advice process and to support the compliance team.

Knowledge, Skills and Attitude:Knowledge:You will ideally hold or be working towards a Level 4 qualification in Financial Services.Full support will be provided to achieving Level 4 qualification and Level 6 Chartered Status if it is not already held.You must have relevant and appropriate professional experience in a similar role to be considered for this position.Skills:Ability to create, analyse and interpret data, which includes both hard and soft facts, to facilitate a detailed advice process.Excellent communication skills to both internal and external partners, as well as clients.Ability to maintain confidentiality at all times and to show tact and empathy with clients and team alike.High level of IT competency including the ability to effectively use a variety of software.Confidence to direct the administration function and to present ideas to advisers and the senior management team.Attitude:Positive, motivated, calm and collected.A pleasure to work with.Solutions driven.A team player who wants to get stuck in!

To seize this opportunity, submit your application today. If your profile aligns with our criteria, one of our specialist consultants will connect with you to delve deeper into the role and assist with your CV submission. During this interaction, we aim to uncover your unique skills and motivations and may suggest other relevant opportunities that match your requirements.

Due to the high volume of applications, we regret that we cannot provide individual feedback. If you haven't heard from us within 7 days, please assume that your application has not been successful.

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