Paraplanner - Newcastle upon Tyne, United Kingdom - Finli Group Ltd

Description

There has never been a greater need for financial advice.

Real people need our help to navigate the complexities of the financial world, to develop plans that enable them to achieve their goals for their families and themselves.

Finli Group is offering a new way, a better choice for clients and advisers.

We will be a leading national advice and wealth management business delivering holistic and hybrid advice with market-leading investment solutions.

This will all be supported by best-of-breed modern technology which will create efficiencies and value in the business.

Our growth strategy leads to a single brand, where all colleagues will work in a supportive and progressive environment to build a truly exceptional advice and wealth management business.

Our strategy is enabled and supported by a credible and specialist investor in JC Flowers. We are already well under way having acquired strong foundation businesses in the advice and asset management sectors.
We are excited about what we can achieve together and inspired by the difference we can make.

As a Paraplanner, you will work closely with the Paraplanning Manager and an established team of Paraplanners to provide an integral function to the wider team.

Main Duties:
Preparing pre-approval documentation prior to report writing, ensuring recommendations are researched and signed off by Compliance, Technical and the Investment Team where appropriateProviding accurate, timely and compliant suitability reports from template formatUtilising all technology to produce accurate solutions for clientsCarrying out relevant financial calculations on behalf of the advisers, including CGT and AAProactive self-development and understanding industry changesEnsuring all advice documentation is compliant according to FCA guidelines and additional compliance requirementsEffectively communicating at all times both internally and externally - verbal and in writingWorking with the adviser to gather sufficient client information, including delegating appropriate information gathering tasks to Client Administration TeamUnderstand and apply all of the company's research systemsResponsible for clear and concise instructions to Client Administration Team to ensure proposals and documentation is correctly completed

Knowledge and Experience:

Strong written and verbal communication skillsGood organisation skillsConfident using Microsoft Office products and the ability to learn new systems and processesGood working knowledge / experience of the financial services industry and suitability reportsComprehensive knowledge of a wide range of financial products and services.

Ability to write bespoke pieces of advice for more complex cases where templates are not easily applied.

Confident undertaking the research required to assess a piece of advice, including the preparation of tax calculations (e.g., capital gains tax, inheritance tax, chargeable events on life assurance products).

Experience of working within defined service standards and procedures with a working knowledge of relevant regulatory requirements, particularly around suitability and delivery of adviceGood track record in delivering customer satisfactionPrevious experience of Curo and/or Dynamic Planner an advantageQualification to QCF Level 4, or willingness to work towards this (company support provided)

Personal Skills:

Must be organised and able to work under own initiativeAccessible, approachable and have a positive attitudeAbility to build and develop effective working relationships.

Credibility with the ability to actively listen to responsesAbility to work under tight deadlines with excellent attention to detailEffectively work within a teamThe flexibility for and commitment to continual service development and improvement.