Paraplanner - Birmingham, United Kingdom - Reed Insurance
Description
MY CLIENT is the UK's leading Wealth management and professional services group and due to growth they seek a Paraplanner to join their Birmingham team however you have the choice to work from the office, be hyriid or home based with 1 or 2 days a monthin the office.
Salary depends on experience and qualifications, k plus unrivalled benefits and bonus potential and career prospectsJOB PURPOSE
To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners.
Ensures 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.
To support financialplanners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
KEY RESPONSBILITIES
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
- Carry out any necessary technical research
- Ensure 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 times
- Work with the Financial Planner to ensure the correct client outcome in achieved
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
- Manages own workload to meet personal targets
- Communicate effectively with the Financial Planners to manage expected delivery dates
- Responsible for managing process, tasks and complying with FCA guidelines
- Maintain core systems ensuring that all documents are uploaded to the backoffice system to support the advice
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
- Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
- Participate in local projects to support the overall Financial Planning Team, as required
KEY SKILLS AND EXPERIENCE
- Demonstrable experience of paraplanning gained with a proven solid technical knowledge
- Proven track record of delivering written financial advice
- Good organisation and prioritisation skills; able to work independently and within a team
- Excellent communication skills both written and verbal
- Good stakeholder management with positive influencing skills
- Literacy, numerical and analytical skills are essential
PROFESSIONAL QUALIFICATIONS
- Level 4 Diploma in Financial Planning (DipPFS)
- A desire to develop further and to undertake relevant examinations and working towards Chartered status
IN RETURN
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model
Generous holiday package
Option to purchase additional holiday
Shared parental leave
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