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    Paraplanner - Liverpool, United Kingdom - IDEX Consulting Ltd

    IDEX Consulting Ltd
    IDEX Consulting Ltd Liverpool, United Kingdom

    3 weeks ago

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    Description


    My client is currently looking for an experienced Paraplanner to join their team in LiverpoolWhat will you be doing?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 cashflow and other duties such as preparing responses on technical matters.

    Carrying out any necessary technical researchEnsuring 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 timesWorking with the Financial Planner to ensure the correct client outcome in achievedAttending client meetings to support the Financial Planner in the delivery of cashflow modelling, as requiredManaging own workload to meet personal targetsCommunicating effectively with the Financial Planners to manage expected delivery datesResponsible for managing process, tasks and complying with FCA guidelinesMaintaining core systems ensuring that all documents are uploaded to the back-office system to support the adviceIdentifying and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controlsTo be successful in this role, you should have:Demonstrable experience of paraplanning gained with a proven solid technical knowledgeA good knowledge of advice and understanding of clients' needs and the desired client outcomes.

    Proven track record of delivering written financial adviceGood organisation and prioritisation skills; able to work independently and within a teamExcellent communication skills both written and verbalGood stakeholder management with positive influencing skillsLiteracy, numerical and analytical skills are essentialLevel 4 qualifiedAs a colleague here you will have access to benefits that include:
    Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependent)Generous holiday packageOption to purchase additional holidayShared parental leaveFor more information please contact Graeme Hyland on or email
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