- Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed
- Undertake quotes using relevant in-house platforms or request quotes from external providers
- Undertake the necessary research and analysis
- Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely
- Discuss the reports with the Financial Adviser, amending as necessary
- Instruct the IFA Administrator to proceed with preparation of the pack for the client
- Pre-populate client application forms ready for the Financial Adviser to discuss with the client
- Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review work-flow across the team
- Report obstacles and deviations from the agreed timescales to the Financial Adviser and IFA Administrator, so that client expectations are appropriately managed
- Ensure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened
- Support the Treating your Customers Fairly (TCF) initiative
- Financial Planning Diploma qualified (or equivalent professional qualification)
- Demonstrable paraplanning experience
- Experience of, or understanding and a willingness to work with a centralised investment proposition
- Proven ability to work with templated suitability reports
- Experience of including additional bespoke explanations for recommendations made outside of the standard template
- The ability to prioritise and juggle workload
- Excellent communication skills, both written and verbal
- Attention to detail
- Client confidentiality
- Knowledge of Microsoft Office software applications
- Salary up to £38k
- 2 days home 3 in the office
- Learning support and will pay for qualifications
- Study groups
- 5% pension
- 4x DIS
- PMI
- Critical illness cover
- Group protection
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Paraplanner - Aberdeen, United Kingdom - Idex
Description
This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.
Your duties will include but will not be limited to:
For you to be a successful candidate:
Benefits:
This is a fantastic opportunity for a Diploma Qualified Paraplanner to work in one of the hubs across the UK If you would like further information please apply and we will be in touch.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
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.
