Job Role : Paraplanner
Job Type : Permanent
Location : Godalming
Salary : £30,000 to £40,000 +Excellent Benefits
Reference : P 11200
This is an excellent opportunity for an experienced PARAPLANNER to work for a growing Wealth Management and Pensions company.
This role is a fantastic opportunity to work for a company that invests in people through training and the gaining of industry related qualifications.
For this role you should have;
A Level 4 diploma in financial planning and be working towards level 6 advanced diploma and chartered status.
Excellent report writing skills
Good technical knowledge of advice and product options.
Able to analyse statistics
Able to conduct research for appropriate providers and investments.
Good understanding of compliance issues.
Time management skills.
Interpersonal and IT skills.
Typical work activities;
To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report.
Understanding the required content of a suitability report and conducting own research into any missing information before compiling it.
Able to use paraplanner on-line software to amend and mould template report into a client-specific document.
Knowledge of Analytics and back office systems such as Intelliflo.
Working with IFAs on what recommendations would best suit the client in line with their objectives and circumstances.
Liaising with compliance on pre-sale checks, maintaining logs, use of risk warnings etc.
Working with the admin team on obtaining all the policy information, initial questionnaire responses for switches, logging of client data onto DORS and DDMS, and completion of the client file.
Doing project work including in depth research and analysis and recommendations on matters such as platform reviews, tax-planning products and providers based on established criteria.
Due Diligence work on providers of certain products e.g. VCT and EIS.
Dealing with clients’ technical queries and providing generic guidance in the absence of IFAs.
Attending relevant CPD events for role and keeping a log of all CPD activity completed.
Being able to use web-based software including Synaptics, Morningstar and Paraplanner on-line.
Our client offers EXCELLENT contractual benefits in this role including salary, pension, holiday and private healthcare.
Half a day per month off to attend relevant CPD events including travel expenses.
Consideration also given to working from home when unable to attend the office.