Paraplanner - Hybrid Role - Bury, United Kingdom - Resource Matters Ltd

Resource Matters Ltd

Verified Company

Bury, United Kingdom

1 day ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is one of the country's top Independent Financial Adviser firms

They are looking for paraplanners who thrive on making a positive impact on people's lives. They work at pace but as one team.

The PICOP (Personal Injury and Court of Protection) Team create truly independent financial strategies for individuals, trustees,and deputies in relation to personal injury and clinical negligence cases and on behalf of other potentially vulnerable individuals.

The Role You will prepare written advice and provide technical research services to the PICOP Advisers in order to assist them in the delivery of advice and ongoing services to prospective, new and existing clients.

You will be responsible for researching,analysing and compiling investment reports for new and existing clients and annual review reports to the highest standards, in conjunction with the PICOP Advisers and Senior PICOP Paraplanners, ensuring compliance with Business Quality Standards at all times.

Responsibilities - Complete all new business proposals, client reviews and investment reports in line within the agreed service standards.

- Using internal research and advice tools, undertake research and analysis on a client's financial planning arrangements,both existing and recommended.

- Prepare Personal Injury Trust reports and Trust review reports within the desired timescales.

- Undertake investment portfolio analysis, which includes areas such as drawdown analysis and verifying periodical payments havebeen calculated correctly by the Defendants.

Experience & Skills - Be striving towards the Level 4 Diploma in Financial Planning - An understanding of the legal areas and litigation process in PICOP matters would be advantageous - To possess an understanding of the compliance framework and businessquality requirements, including TCF, would be an advantage - The ability to demonstrate empathy and compassion when dealing with vulnerable clients is crucial - Good interpersonal skills, with the ability to work well within a team environment, and build effectiveworking relationships both internally and externally - Good organisational and administrative planning skills, highly numerate, with excellent attention to detail

This is a fantastic opportunity to join a progressive company who offer development opportunities, a supportive working environment together with an attractive salary and ebnefits package.