Paraplanner

Brooks Macdonald Group; Altrincham; Hybrid; GBP 30,000 - 42,000; Full time

Benefits offered by this job

Flexible working

Office presence 3 days a week

Job summary

Brooks Macdonald Group plc is seeking a Paraplanner to provide technical support to financial consultants and administration staff, and to create in-depth investment reports for clients while conducting research.

You will prepare pre-investment packs for Financial Consultants, produce market research reports to keep investments competitive, and maintain relationships with investment providers, all while adhering to FCA Conduct Rules. Flexible working with 3 days in the office weekly is offered.

Qualifications

• Hold or be working towards Financial Planning Diploma (Level 4).
• Minimum two years’ experience as a Paraplanner in a similar firm.
• Knowledge of investments and financial services products.
• Knowledge of investing PI awards.
• Ability to understand potentially complex financial planning solutions, including circumstances and needs of extremely vulnerable clients.

Responsibilities

• Create investment reports for existing customers to provide in-depth detail about various investment portfolios.
• Prepare pre-investment packs for Financial Consultants to support recommendations.
• Produce market research reports for use by the Financial Consultants to ensure all investments are kept up to date and competitive.
• Provide technical assistance to the Administrators where required.
• Maintain contact with investment/insurance companies and support the management of these investment relationships.
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules.

Skills

Investments knowledge

Financial services products knowledge

Investing PI awards knowledge

Understand complex financial planning

Paraplanner experience (2+ years)

Education

Financial Planning Diploma (Level 4)

Job description

Brooks Macdonald Group plc is one of the UK’s leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.

Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:

• we do the right thing

• we are connected

• we care

• we make a difference

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.

The Paraplanner is responsible for providing technical support to financial consultants and administration staff. The individual will also create and compile investment reports for new and existing clients, and undertake research.

Role Responsibilities

• Create investment reports for existing customers to provide in-depth detail about various investment portfolios
• Prepare pre-investment packs for Financial Consultants to support recommendations
• Produce market research reports for use by the Financial Consultants to ensure all investments are kept up to date and competitive
• Provide technical assistance to the Administrators where required
• Maintain contact with investment/insurance companies and support the management of these investment relationships
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Knowledge, Skills and Experience

• Hold or be working towards Financial Planning Diploma (Level 4)
• Minimum two years’ experience as a Paraplanner in a similar firm
• Knowledge of investments and financial services products
• Knowledge of investing PI awards
• Ability to understand potentially complex financial planning solutions, including circumstances and needs of extremely vulnerable clients

We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.

We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.