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10 days ago
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Paraplanner


Additional Resources Ltd
Salary: £40000 - £45000 Per Annum
Location: London
Job type: Permanent
Contact: Allan
Category: Finance Office Jobs
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Paraplanner - Financial Services

Location: London

Salary: £40,000pa - £45,000 depending on experience - plus attractive benefits

The company

Our Client takes a modern approach that prioritises quality, service and simplicity above all else. They are one of the UK's largest and most successful, independently owned, corporate solutions and wealth management consultancies.

They have a corporate solutions division and a wealth management division, both offer financial advice for high net worth individuals. Since first consolidating a number of specialist firms into one larger group in 1999, They have grown quickly, but steadily and now play a significant role in the future of financial services and employer solutions. As leading advisers, they are committed to forging a new and radically client focused approach that puts the client back at the centre of the process. They are based in the heart of the City of London and also have offices in other parts of the country. They have grown steadily and are now a top 100 UK IFA. Their success has been recognised. One reason for that success is that their business is wholly owned by advisers and staff and no individual holds a large controlling share in the business.

The Client is authorised and regulated by the Financial Conduct Authority

The Role

Relevant Skills, Experience and Qualifications Essential

· Qualified to Diploma Level

· At least one years previous experience in a holistic paraplannnig role

· The ability to work with advisers to extract the information required to prepare financial plans and recommendations

· General knowledge of the products available in the wider market and how to assess the suitability of these products

· The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation · The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required

· An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.

· Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients

· The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client's circumstances

· A good understanding of compliance issues and how these affect the advice and suitability process. · Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner

· Ability to work as part of a team as well as on your own initiative

· Ability to critically evaluate information, probe and challenge the facts

· A flexible and adaptable attitude towards work

· Ability to work accurately and in accordance with procedures

· Excellent time management, ability to meet deadlines · Experience of Microsoft Word, Excel, Outlook and provider platforms

Desirable

· 2+ years experience in a paraplanning role

· Previous experience of discretionary investment management

· Previous use of Swift back office system

· Previous use of Voyant software

· Previous use of FE Analytics

· Progression towards Advanced Diploma

Responsibilities

To provide paraplanning support to one or more advisers which includes, but is not limited to, the following:

· To help provide solutions to clients needs and give them a service which surpasses their expectations

· Dealing with day to day client and provider enquiries

· Preparing for client meetings including checking that all compliance paperwork is present.

· Attending client meetings and taking minutes

· Analysing and interpreting data obtained during client meetings

· Analysing client's existing products to determine whether they meet the client's current objectives · Undertaking fund performance comparisons

· Preparing product comparisons and analysing comparison illustrations

· Completing the FCA pension switching and replacement product templates

· Preparing cashflow plans using Voyant Software

· Preparing draft recommendation reports in line with the Company's compliance procedures

· Analysing client's asset allocations and providing recommendations for rebalancing where necessary

· Delegating administrative tasks and ensuring work is correctly completed

· Maintaining client files in line with Company standards

· Liaising with the Compliance department to ensure all compliance procedures have been followed · Creating and maintaining accurate records of all verbal and non-verbal communications and carrying out tasks in a manner that is consistent with compliance procedures

· Building and maintaining client relationships through face to face and written/telephone

Benefits

· Discretionary annual bonus

· Contributory pension scheme

· Group Private Medical Insurance

· Group Death in Service

· Group Permanent Health Insurance · Group Critical Illness

· Group Medicash Scheme

· Interest free season ticket loan

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.

Paraplanner - Financial Services

Location: London

Salary: £40,000pa - £45,000 depending on experience - plus attractive benefits

The company

Our Client takes a modern approach that prioritises quality, service and simplicity above all else. They are one of the UK's largest and most successful, independently owned, corporate solutions and wealth management consultancies.

They have a corporate solutions division and a wealth management division, both offer financial advice for high net worth individuals. Since first consolidating a number of specialist firms into one larger group in 1999, They have grown quickly, but steadily and now play a significant role in the future of financial services and employer solutions. As leading advisers, they are committed to forging a new and radically client focused approach that puts the client back at the centre of the process. They are based in the heart of the City of London and also have offices in other parts of the country. They have grown steadily and are now a top 100 UK IFA. Their success has been recognised. One reason for that success is that their business is wholly owned by advisers and staff and no individual holds a large controlling share in the business.

The Client is authorised and regulated by the Financial Conduct Authority

The Role

Relevant Skills, Experience and Qualifications Essential

· Qualified to Diploma Level

· At least one years previous experience in a holistic paraplannnig role

· The ability to work with advisers to extract the information required to prepare financial plans and recommendations

· General knowledge of the products available in the wider market and how to assess the suitability of these products

· The ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation · The ability to undertake detailed research on legacy products, identifying where more in depth analysis and questioning of providers is required

· An understanding of investment risk, capacity for loss and loss tolerance and the ability to construct recommendations consistent with a clients agreed risk appetite.

· Excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients

· The skills and knowledge needed to create and adapt a cash flow plan appropriate to the client's circumstances

· A good understanding of compliance issues and how these affect the advice and suitability process. · Strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner

· Ability to work as part of a team as well as on your own initiative

· Ability to critically evaluate information, probe and challenge the facts

· A flexible and adaptable attitude towards work

· Ability to work accurately and in accordance with procedures

· Excellent time management, ability to meet deadlines · Experience of Microsoft Word, Excel, Outlook and provider platforms

Desirable

· 2+ years experience in a paraplanning role

· Previous experience of discretionary investment management

· Previous use of Swift back office system

· Previous use of Voyant software

· Previous use of FE Analytics

· Progression towards Advanced Diploma

Responsibilities

To provide paraplanning support to one or more advisers which includes, but is not limited to, the following:

· To help provide solutions to clients needs and give them a service which surpasses their expectations

· Dealing with day to day client and provider enquiries

· Preparing for client meetings including checking that all compliance paperwork is present.

· Attending client meetings and taking minutes

· Analysing and interpreting data obtained during client meetings

· Analysing client's existing products to determine whether they meet the client's current objectives · Undertaking fund performance comparisons

· Preparing product comparisons and analysing comparison illustrations

· Completing the FCA pension switching and replacement product templates

· Preparing cashflow plans using Voyant Software

· Preparing draft recommendation reports in line with the Company's compliance procedures

· Analysing client's asset allocations and providing recommendations for rebalancing where necessary

· Delegating administrative tasks and ensuring work is correctly completed

· Maintaining client files in line with Company standards

· Liaising with the Compliance department to ensure all compliance procedures have been followed · Creating and maintaining accurate records of all verbal and non-verbal communications and carrying out tasks in a manner that is consistent with compliance procedures

· Building and maintaining client relationships through face to face and written/telephone

Benefits

· Discretionary annual bonus

· Contributory pension scheme

· Group Private Medical Insurance

· Group Death in Service

· Group Permanent Health Insurance · Group Critical Illness

· Group Medicash Scheme

· Interest free season ticket loan

Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.

Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.


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