- Preparing suitability reports and provide technical research services holistically across a broad range of financial products to a team of Financial Planners
- Ensuring that the preparation of advice for clients 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
- Supporting financial planners with client meetings including presentation of cash-flow and other duties such as preparing responses on technical matters
- Carrying out any necessary technical research
- Ensuring client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
- Working with the Financial Planner to ensure the correct client outcome in achieved
Attending client meetings to support the Financial Planner in the delivery of cash-flow modelling, as required - Managing own workload to meet personal targets
- Communicating effectively with the Financial Planners to manage expected delivery dates
- Responsible for managing process, tasks and complying with FCA guidelines
- Maintaining core systems ensuring that all documents are uploaded to the back-office system to support the advice
- Identifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
- Demonstrable experience of paraplanning gained with a proven solid technical knowledge
- A good knowledge of advice and understanding of clients' needs and the desired client outcomes
- Proven track record of delivering written financial advice
- Good organisation and prioritisation skills; able to work independently and within a team
- Excellent communication skills both written and verbal
- Good stakeholder management with positive influencing skills
- Literacy, numerical and analytical skills are essential
- Level 4 qualified
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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IDEX Consulting Ltd Greater Manchester, United KingdomOur Client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan. · THE ROLE: · Providing technical, research and administrative support · Production of complian ...
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Idex Manchester, United KingdomMy client is currently looking for a Paraplanner to join their team in Manchester. · Main Duties · Assist in creating financial planning solutions based on client objectives · Prepare suitability letters in line with agreed recommendations · Complete client review work within the ...
Paraplanner - Manchester, United Kingdom - Idex
Description
My client is currently looking for an experienced Paraplanner in Manchester.
What will you be doing?
To be successful in this role, you should have:
As a colleague here you will have access to benefits that include:
For more information please contact Graeme Hyland on or email
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.