Paraplanner

IDEX Consulting; Stockport; On-site; GBP 30,000 - 45,000; Full time

Job summary

A well-established firm in Stockport is seeking an experienced Paraplanner to join their team. This role involves supporting Consultants in financial planning processes and preparing detailed reports. Candidates should possess strong communication skills and a Level 4 Diploma in Financial Planning, with a commitment to compliance and quality.

Qualifications

• Experience working in a Paraplanning role essential.
• Excellent understanding of the financial planning process.
• Good report writing skills required.

Responsibilities

• Support Consultants in preparing financial plans and suitability reports.
• Manage individual workflow and delivery for client needs.
• Provide technical guidance to Client Services on compliance queries.

Skills

Attention to quality

Communication

Analytical skills

Client focused

Initiative

Education

Level 4 Diploma in Financial Planning

Job description

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My client is currently looking for an experienced Paraplanner to join their firm in Stockport.

THE ROLE

• Supporting Consultants in preparing accurate financial plans and suitability reports.
• Supporting the Consultants in research and analysis to meet client needs and objectives.
• To provide support, where needed, to the Compliance and Technical Manager.
• Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
• Continuous professional development to meet regulatory requirements and personal development needs.
• Managing individual workflow and delivery.
• Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally.
• To provide technical guidance to the Client Services assisting with product specific, technical and compliance based queries.

THE CANDIDATE

• Excellent understanding of the financial planning process.
• Good report writing skills.
• Experience working in a Paraplanning role.
• Achieved professional qualifications to at least Level 4 (Diploma in Financial Planning).
• Experience of defined benefit pension transfers and the use of cash flow forecasts would be highly valued.
• Excellent communication skills both written and verbal.
• Attention to quality, detail and accuracy and getting it right first time.
• Be able to question colleagues comfortably when the information they have provided is not fully understood or the reasons for advice are unclear.
• Ability to work within tight deadlines.
• Flexible and able to deal with a multitude of tasks at once, able to prioritise when there are apparent conflicts of time or resource.
• Client focused; friendly, helpful and considerate to all.
• Show initiative, being able to motivate and manage oneself and to have a desire to improve and develop.

The company offers a competitive salary and excellent benefits package.