- Provide analysis, detailed research of funds and providers, carry out calculations, build cashflow, report writing and product recommendations for presentation to clients and/or reports for sending to clients.
- Provide all advice within a strict ethical and compliance framework and under guidance from the Team Leader
- Provide technical support and back up to Advisers and the Sales Support function.
- Complete portfolio reviews and rebalancing requests
- Use knowledge of financial planning to question and challenge proposed solutions.
- Draft workflows and trading workflows off the back of the recommendations being made in the suitability report.
- Deal with client and insurer queries to completion via the telephone or in writing
- Ensure that quality assessments (peer review) have been carried out, evidenced, and signed off accordingly.
- Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required.
- To ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time.
- Commit to continuous personal development and retain supporting records for inspection upon request by the Team Leader
- Manage own workflow position and provide updates on to the Team Leader
- Qualified to or studying towards Diploma level qualification (Level 4) in Financial Planning
- Excellent understanding of the Financial Planning process
- Excellent understanding of the main financial products and the data required by paraplanners and advisers to analyse their ongoing suitability for clients.
- Able to work within defined business processes, as part of a team and individually on own initiative
- Ability to achieve agreed outcomes without supervision, prioritising and planning own workload.
- Excellent interpersonal skills
- Ability to produce detailed and accurate work consistently to a high standard.
- Good IT skills (notably MS Word and Excel, but also able to learn third party software such as Intelligent Office, FE Analytics and Selectapension)
- Desirable requirements
- Desire to achieve Chartered status (Level 6)
-
Paraplanner
2 weeks ago
mbf. Altrincham, United Kingdom**Experienced Paraplanner - Altrincham - Leading firm of Chartered Financial Planners - Salary negotiable - Flexible working** · We are currently working with a leading, established Wealth Management organisation to recruit an experienced and highly qualified Paraplanner. The org ...
-
Paraplanner
1 day ago
DMD Recruitment LTD Altrincham, United Kingdom**PLEASE NOTE MY CLIENT OFFER BONUS ON TOP OF SALARY** · **Job Purpose** · The Technical Support Team is primarily responsible for producing suitability reports for LIFT clients on behalf of its advisers. The team is made up of paraplanners and administrators: · - Paraplanners (P ...
-
Paraplanner
3 weeks ago
Ferguson Dean Limited Manchester, United KingdomA leading regional Wealth Management firm are looking to strengthen their Technical team by appointing an additional paraplanner. Joining a core unit of five at present, you will be part of an established, successful team. The firm have an internal academywhereby paraplanners can ...
-
Paraplanner
2 weeks ago
Ferguson Dean Limited Manchester, United Kingdom Full timeA major wealth management firm in Altricham are looking for a Dip qualified paraplanner to join their team. The firm work across the UK with clients in the £500k plus space in the main, and have a defined career path internally. All paraplanners will receive support to reach Char ...
-
Paraplanner
2 weeks ago
Ferguson Dean Limited Manchester, United Kingdom Full timeA leading regional IFA firm, a Times Top 100 firm, are looking for a technically proficient paraplanner to join their team. They have an established team of seven paraplanners at present who work with eight advisers and have a dedicated administration team. They are keen for a pa ...
-
Paraplanner
3 weeks ago
CAPIO RECRUITMENT LIMITED Manchester, United Kingdom**Job Title: Paraplanner** · **Salary: £ 30,000 - £ 40,000** · **Location: Manchester** · Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand ...
-
Paraplanner
2 days ago
recruitment22 Altrincham, United KingdomParaplanner Vacancy. Up to £42,000. Altrincham / Hybrid (2 days in the office, 3 at home) · You'll be joining a team that supports one another and shares knowledge, and be part of a business who promote and facilitate personal development. · As a Paraplanner you will: More about ...
-
Paraplanner
3 weeks ago
Synchronicity Group Manchester, United Kingdom**Location: Manchester** · Synchronicity is working with a leading Wealth Manager who have a national presence providing industry leading services. Alongside being very progressive, this company operates a client first approach, and looking for a senior Paraplanner who carries a ...
-
Paraplanner
2 weeks ago
mbf. Manchester, United Kingdom**Paraplanner - Top National Financial Planners - Manchester & Flexible Working** · **up to £45,000 + Bonus + Benefits** · We are currently working with a National Wealth Management organisation to recruit an experienced Paraplanner. The role will be working for their Manchester ...
-
Paraplanner
1 week ago
mbf. Manchester, United Kingdom**Paraplanner - International Private Bank, Wealth Management division - Manchester/ hybrid - Salary to £55,000 plus excellent benefits** · MBF are currently working with the Wealth Management Division of an International Private Bank who are looking to recruit an experienced Par ...
-
Paraplanner
1 week ago
Search Consultancy Manchester, United KingdomParaplanner · Manchester · £35,000 - £50,000 (fully negotiable depending on experience and qualifications) plus hybrid home/office working, market leading benefits, exam support, bonus · An excellent new opportunity has arisen to join a highly successful Financial Planning compan ...
-
Paraplanner
1 week ago
Search Consultancy Manchester, United KingdomParaplanner · Manchester · £35,000 - £45,000 (potentially more for outstanding applicants) plus market leading benefits package, bonus, hybrid home/office working · My client, a boutique Wealth Management organisation based in Manchester is looking for a Paraplanner to join their ...
-
Paraplanner
2 days ago
mbf. Salford, United Kingdom**Paraplanner - Manchester, Salford Quays (Flexible working) - Salary negotiable to £42,000** · MB Fitzgerald Recruitment are currently working with one of the UK's biggest Independent Financial Advisory organisation's who are now seeking to recruit an additional Paraplanner to j ...
-
Paraplanner
5 days ago
Square Peg Associates Ltd Manchester, United KingdomOur client is an ambitious and highly personable, SJP financial services partner, looking for a Paraplanner to join their expanding team in Manchester City Centre. · This role will offer fantastic training and support and would suit someone who is keen to progress. · £33-£40k per ...
-
Paraplanner
3 weeks ago
Reed Insurance Manchester, United KingdomThe key purpose of the role is to assist one or more Private Client Advisers in the delivery of advice and ongoing services to prospective, new and existing clients. You will be responsible for researching, analysing and compiling Financial Planning reports,in conjunction with th ...
-
Paraplanner
1 week ago
Search Consultancy Manchester, United KingdomParaplanner · Manchester · £35,000 - £45,000 (depending on experience and qualifications) plus excellent benefits, income protection, exam support including working hours study time and hybrid working · An established and well respected Financial Advice organisation in Manchester ...
-
Trainee Paraplanner
2 weeks ago
Taylor James Professional Recruitment Manchester, United Kingdom**Our client, a prestigious and award winning firm of financial planners in Manchester are looking to appoint a Trainee Paraplanne.** · Our client is looking to speak with Administrators or Junior Paraplanners who are looking for a new challenge. · **Subject to the individuals le ...
-
Senior Paraplanner
2 days ago
Exchange Street Claims & Financial Services Altrincham, United KingdomThis Altrincham business needs a role model for their paraplanning team. You'll join an existing team of five paraplanners who support twelve advisers. This team has members with varying degrees of experience and you'll be the one they come to with technicalquestions. · You'll be ...
-
Paraplanner - Manchester
3 weeks ago
Focus Search and Selection Manchester, United KingdomParaplanner · £35,000 - £60,000 · Our client are currently seeking an experienced Paraplanner to join their current paraplanning team. · You will be involved in managing an existing portfolio of wealth clients however you will also be responsible for securing new business and pro ...
-
Paraplanner
2 weeks ago
Ortus PSR Alderley Edge, United KingdomAttention all experienced and ambitious Paraplanners We are seeking a talented Diploma Qualified Paraplanner to join a dynamic team and take on a crucial role in our growing financial services firm. The team is the structures in place to grow rapidly nextfew years and is looking ...
Paraplanner - Altrincham, United Kingdom - Recruitment Solutions (Folkestone) Ltd
Description
A leading, award winning, Chartered Financial Planner based in the North-West, currently requires an experienced and Diploma Qualified Paraplanner to join it's friendly and vibrant team.
Paraplanner Job PurposeThe Technical Support Team is primarily responsible for producing suitability reports for clients on behalf of its advisers.
The team is made up of paraplanners and administrators:
Paraplanners are referred to as Technical Support Analysts for client facing documents, carry out the technical research and analysis needed to produce the detailed client facing reports that explain to a client what course of action the adviser recommends and why this is suitable for them.
Paraplanning Administrators (PPA), referred to as Technical Support Administrators for client facing documents, support the Paraplanners by gathering the relevant information from product providers and physically preparing the reports for the advisers in advance of client meetings/to issue in the post.
The role of the Paraplanner is to collect, analyse and present data on behalf of the advisers.
The Paraplanner deals mainly with analysis and presentation and is responsible for oversight of the work done by the PPA.
A good Paraplanner needs an understanding of the advisory process and will check and challenge where more suitable solutions might exist.
They will be able to analyse existing assets quickly and accurately, based on the data collected by a PPA, to identify if better client outcomes can be achieved in alternative products.
An exceptional Paraplanner will identify procedural points of failure, developing and adding to existing processes to improve the efficiency of the team.
