Paraplanner

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

Job summary

A leading recruitment firm is seeking an experienced Paraplanner for a successful firm of Financial Planners in Cheshire. The role involves preparing suitability reports, providing technical support to advisers, and ensuring compliance with best practices. Candidates must possess a Diploma in Financial Services and have a solid understanding of various financial areas including Mortgages, Investments, and Pensions. Strong analytical skills and at least two years of experience in Financial Services are required for this role.

Qualifications

• Minimum of two years experience in Financial Services.
• Understanding of Mortgages, Protection, Business Protection, Investments, Pensions, and Inheritance Tax Planning.

Responsibilities

• Prepare research and written suitability reports for advisers.
• Provide technical support and ensure compliance.
• Deliver high-quality reports covering various financial areas.

Skills

Written Reports

Financial Planning

Technical Support

Analytical Skills

Compliance Knowledge

Education

Diploma in Financial Services

Tools

Back Office system

Job description

Job Description

Bond Recruitment is delighted to be recruiting an experienced Paraplanner on behalf of our client, a very successful and well-established firm of Financial Planners based in Cheadle Hulme, Cheshire.

Role overview

To prepare research, written suitability reports and technical support to a team of Advisers, Senior Advisers and Partners.

To ensure that the preparation of advice for clients (internal and external) is of the highest quality and is prepared in a timely manner.

To assist the Technical Services Manager in mitigating and highlighting any risks to the business.

To provide relevant MI data when requested to the Management Team.

Responsibilities

Research, Technical Support, Written Reports and the Preparation of Advice: to provide technical support, highlighting areas of possible business to Advisers.

To use the approved research tools to provide the adviser with research to support their recommendations.

To analyse and research options for the advisers including products and providers as necessary.

To deliver high quality reports in a timely manner, covering a variety of areas including Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning.

To ensure cases are submitted and any remedial follow up work is actioned in a timely and prompt manner.

To highlight any areas of business or specific cases where there may be compliance concerns to the relevant Adviser and / or your Manager where appropriate.

To follow Network Procedures and Protocol, liaising where required with the checking unit to ensure cases are compliant.

Assisting the Technical Services Manager in mitigating and highlighting any risks to the company.

Provide support to the Technical and Services Manager as required. Assist other colleagues with any technical and compliance queries as required.

Flag any areas of the business where appropriate to mitigate risk and ensure quality is maintained.

Flag any areas or processes where processes are missing or inefficient.

Provide any MI data requested by the management team in a timely fashion as required.

Other Duties

To proactively suggest improvements for the continuing progression of the team and the company.

Assist with administration and New Business Pipeline as and where required, ensuring business is submitted and any New Business is followed through to completion.

Use of Back Office system and any other systems as required.

Qualifications

Diploma in Financial Services (or working towards equivalent).

Knowledge: An understanding of Mortgages, Protection, Business Protection, Investments, Pensions and Inheritance Tax Planning.

Experience: A minimum of two years experience in Financial Services.

Requirements

Suitability Reports, Financial Planning, Pensions, Investments.

If you feel you have the skills and experience and would be a suitable candidate for the role, please apply today and we will be in touch within 24 hours.