Paraplanner

RGH-Global Limited; Manchester; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-established financial planning firm in Manchester is seeking an experienced Paraplanner to join their team. The role involves collaborating with Financial Planners, reviewing client cases, and drafting suitability reports. Ideal candidates should have at least 2 years of experience and a strong understanding of pensions and investments. This full-time position offers a dynamic work environment with opportunities for professional growth.

Qualifications

• Minimum of 2 years experience as a Paraplanner.
• Strong understanding of the financial planning process.
• Solid experience in pensions investments.

Responsibilities

• Review cases and collaborate with Financial Planners.
• Draft high-quality suitability reports based on discussions.
• Conduct research and analysis for financial solutions.

Skills

Experience as a Paraplanner

Understanding of the financial planning process

Knowledge of pensions and investments

Familiarity with financial research tools

Education

Diploma in Regulated Financial Planning

Tools

FE Analytics

Voyant

Job description

Paraplanner

Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford.

Key Responsibilities

• Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives
• Check and confirm fact-find information with Financial Planners
• Review ceding scheme details and liaise with providers to obtain any missing information
• Ensure recommendations are suitable and compliant with regulatory requirements
• Draft and adapt high-quality suitability reports based on discussions with Financial Planners
• Conduct research and analysis to identify appropriate financial solutions
• Prepare cash flow plans alongside Financial Planners using cash flow modelling tools
• Maintain accurate and compliant client records using back-office systems
• Identify and raise any discrepancies on client files with the Financial Planner

Candidate Profile

• Diploma in Regulated Financial Planning (desired)
• Minimum of 2 years experience as a Paraplanner
• Strong understanding of the financial planning process
• Solid experience in pensions investments (including ISAs and bonds) IHT and trust cases; protection knowledge preferable
• Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant

Employment Type: Full Time

Experience: years

Vacancy: 1