Paraplanner

Bond Recruitment Ltd; Rotherham; On-site; GBP 30,000 - 40,000; Full time

Job summary

A national firm of IFAs is seeking an experienced Paraplanner to join their Rotherham team. The role involves writing Financial Planning Reports, providing technical support to Financial Advisers, and conducting research on clients' financial needs. Ideal candidates will have experience in a Financial Advice firm, possess excellent communication and organisational skills, and be comfortable using office software. The firm offers a supportive environment that encourages professional development.

Qualifications

• Experience in a Financial Advice firm is essential.
• Ability to manage and prioritise workloads effectively.
• Flexibility to adapt to changes in the work environment.

Responsibilities

• Write Financial Planning Reports that Advisers present to clients.
• Conduct research on products and assist with client queries.
• Maintain accurate and compliant client records.

Skills

Financial report writing

Outstanding communication skills

Analytical skills

Organisational abilities

IT proficiency (Word, Excel, PowerPoint)

Team collaboration

Education

Diploma qualification in Financial Planning or related field

Job description

Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFAs for an experienced Paraplanner to join their team based at their Rotherham 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 clients financial objectives, you will produce timely and compliant Financial Planning Reports

Specific 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