Paraplanner - Reading - Reed Insurance

Reed Insurance
Reed Insurance
Verified Company
Reading, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

My client a very successful National IFA firm is actively looking to recruit a skilled Paraplanner preferably with full Diploma to join their business in Berkshire near Reading and support their financial Advisors in report writing.

The role will be workingas part of a productive, high performing team to provide full support to the Consultants.

The role will need to offer the most efficient, professional and effective client service possible with a high focus on quality and accuracy.

The role is part officebased and remote working.

Key Responsibilities

  • To produce clear, high quality technical suitability reports in a timely manner.
  • To develop a good understanding of the client's needs and requirements from review of the file and identify the key client objectives prior to commencing writing a report or letter.
  • Identify key Financial Planning issues before drafting a suitability report and discuss these with the Consultant to agree before any further action is taken.
  • Evaluate and analyse existing plan information.
  • To successfully interpret risk analysis and be able to comment on whether both existing plans and proposed advice is suitable for the client.
  • Tailor suitability reports to the client's needs and requirements in every aspect whilst following the Company advisory and reporting standards.
  • To provide high quality technical, administrative and research support to the Consultant team.
  • Deliver clear and concise communication to the Consultant and Client Support teams as appropriate in terms of the report delivery and any issues identified.
  • Undertake whole of market research as required, including investments, pensions and protection plans.
  • Attend, when requested, client meetings alongside the Consultant.
  • To be aware and act upon any compliance, risk and quality issues.
  • Maintain the IO (Intelligent Office) database ensuring that all tasks are completed in line with the company policy and procedures with up to date accurate information together with the correct labelling of the client documents.
  • To keep up to date with current regulation and expand knowledge through own learning.
Skills, Experience and Qualifications

  • Diploma qualified.
  • Previous experience in an IFA environment.
  • Previous experience writing suitability reports.
  • Knowledge of research tools (Financial Express Analytics, Iress The Exchange).
  • Proficient IT skills in core Microsoft Office systems.
  • Organisation and prioritisation skills.
  • A good understanding of regulatory requirements.
  • Excellent numerical, verbal and written communication skills with an eye for detail.
  • Experience using Intelliflo Office (preferable).
  • Experience of cashflow modelling.
  • A thorough knowledge of Pensions, Investments and Protection products.
  • A high level of technical knowledge and the ability to perform technical calculations.
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