Paraplanner

EG Recruiting; Greater London; On-site; GBP 32,000 - 45,000; Full time

Benefits offered by this job

Holidays 28 days incl. bank holidays

3% employer pension contribution with

Private Medical Insurance

Long term incentive scheme on QA

Study support and development

Free parking

Job summary

EG Recruiting is seeking an experienced Paraplanner for a Chartered Financial Planning firm in the UK. The role involves supporting advisers with portfolio valuations, reports and suitability documentation for clients with complex needs.

You will produce cashflow forecasts, conduct research on portfolios, and help shape process improvements within a small team. Flexible hours offered after probation period, with opportunities for professional development.

Qualifications

• Experienced paraplanner with solid pensions/investments knowledge.
• Excellent communication and client-focused approach.
• Willing to develop and share knowledge within a small growing firm.

Responsibilities

• Obtain portfolio valuations
• Produce portfolio reports
• Create product illustrations
• Document client reviews
• Prepare client suitability reports from templates
• Research client portfolios for risk, performance and cost
• Produce pension switching reports
• Generate cashflow forecasts
• Produce research reports for product/fund selection
• Match investment solutions to client risk profiles
• Attend client meetings to understand advice and review processes
• Collaborate on process design and improvements
• Support outsourced paraplanning relationship
• Assist with administrative tasks
• Software used includes Intelligent Office, Fincalc, FE Analytics, Dynamic Planner, Defaqto and SelectaPension

Skills

Paraplanner

Pensions

Investments

Communication

Client-centric

Attention to detail

Job description

Candidate Requirements

Must be an experienced Paraplanner, with solid technical knowledge across pensions and investmentsExcellent communication skillsPossess a client-centric approachBe able to deliver accurate workPassionate about excelling in the role and willing to develop and share knowledge with othersKeen to be part of a small growing business and play a part in its growth

Benefits

• Holidays - 28 days including bank holidays, plus Xmas
• Pension – 3% employer contribution if you make a 5% contribution
• Private Medical Insurance
• Valuable long term incentive scheme – upon qualification
• Full study support and development, if desired
• Free parking

Role

Our client, located in the Cramlington area, is a successful Chartered Financial Planning firm who are at the start of what they hope will be, an outstanding growth journey. They aim to grow the firm by building on their passion for delivering high-quality financial planning, to clients with more complex needs.As part of their growth, they are seeking to recruit an additional Paraplanner to join a small team, who shares their passion.The individual will be challenged and fulfilled by their role, given the opportunity to grow and be well rewarded.There is flexibility around working hours, after an initial period.You'll be part of a small team of paraplanners and you'll be supporting several highly competent, experienced Advisers.

Responsibilities

• Obtaining portfolio valuations
• Producing portfolio reports
• Producing product illustrations
• Documenting client reviews
• Preparing client suitability reports from templates for annual client reviews
• Researching client portfolios to assess risk, performance, and cost
• Producing pension switching reports
• Producing cashflow forecasts
• Producing research reports for product and fund selection
• Matching investment solutions to client risk profiles
• Production of draft suitability reports from templates
• Attendance in client meetings, to enable a good end to end understanding of the advice and review processes and how the role fits into them
• Process design is collaborative and there will be opportunities to help shape the way the team works
• Support with the outsourced paraplanning relationship
• As a team, support with administration tasks
• Software utilised includes Intelligent Office, Fincalc, FE Analytics, Dynamic Planner, Defaqto and SelectaPension

Qualifications

Ideally, hold Level 4 DipPFS (or equivalent) with the desire to study further(Candidates without Level 4 and possessing solid technical knowledge, will be considered)