Paraplanner

CF30 Consulting (Independent Recruitment Consultancy); Ipswich; On-site; GBP 30,000 - 45,000; Full time

Job summary

A national firm of Financial Advisors is seeking an experienced Paraplanner to join their team in Ipswich. The candidate will provide technical support to Financial Advisers in servicing client needs, producing Financial Planning Reports, and maintaining client records according to compliance standards. Ideal candidates will have experience in a Financial Advice firm and strong writing and communication skills.

Qualifications

• Experience in a Financial Advice firm is essential.
• Strong report writing skills.
• Ability to manage and prioritize workloads.

Responsibilities

• Write Financial Planning Reports for Advisers.
• Support Advisers with product research.
• Manage client records and ensure compliance.

Skills

Report writing skills

Communication skills

Analytical skills

Problem-solving skills

Organisational abilities

IT proficiency

Education

Diploma in Finance or relevant fields

Job description

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Ipswich offices.

The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.

After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning Reports.

Responsibilities

• Writing Financial Planning Reports that Advisers present to clients
• Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
• Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day to day queries
• Arranging for plans to be submitted to provider companies
• Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant
• Preparation of client review packs
• Illustration requests
• Keep up to date with financial products and legislation
• Comply with all company and industry guidelines, rules and regulations
• Due to the nature of the business, the role may also include additional responsibilities considered reasonable

Key Requirements

• Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential
• Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.
• A reliable individual who has the ability to manage and prioritise workloads
• Outstanding communication skills at all levels
• Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy
• Analytical and problem-solving skills
• Experience of working as part of a team
• Excellent organisational and multi-tasking abilities are essential
• Flexibility/ adaptability to cope with change
• Confident with IT and office software packages Word, Excel, PowerPoint