Enable job alerts via email!
Paraplanner
IDEX Consulting
Wigan
On-site
GBP 30,000 - 50,000
Full time
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
Job summary
An established industry player in Wealth Management is seeking an experienced Paraplanner to join their dynamic team in Wigan. In this pivotal role, you will provide essential technical and administrative support, ensuring compliance while producing detailed client suitability reports. Your expertise in financial planning and strong report writing skills will be crucial as you liaise with advisers to meet client needs. This opportunity offers a chance to thrive in a collaborative environment where your contributions will directly impact client satisfaction and financial success. If you're passionate about financial services and eager to advance your career, this role is perfect for you.
Qualifications
- Excellent understanding of the Financial Planning process required.
- High technical knowledge and report writing skills are essential.
Responsibilities
- Provide technical and administrative support to advisers.
- Produce detailed client suitability reports and manage client relationships.
Skills
Education
Tools
Job description
Our client is a highly regarded Chartered IFA Wealth Management practice in the North West and they are currently recruiting for an experienced Paraplanner to join their team in Wigan.
THE ROLE:
- Providing technical, research and administrative support
- Production of compliant and detailed client suitability reports and presentations
- Discuss the client's needs and objectives with the relevant adviser
- Undertake research to identify suitable solutions to meet the client's needs and objectives
- Prepare information for analysis by the adviser
- Prepare Cash-flow report where relevant
- Help manage client relationship and taking/making calls in a polite and professional manner
- Possible attendance at client meetings
- Keeping full and compliant records on file
- Liaising with advisers on a regular basis, to work on cases and provide updates
- Prioritising workload in order to meet all deadlines
- Occasionally taking on project work and assignments
- Review investment portfolio, asset allocation, risk profile etc
PERSON:
- You must have an excellent understanding of the Financial Planning process and a knowledge of financial services world
- You should be able to plan and prioritise your own workload and work with minimum supervision
- You will have excellent report writing skills and have a high technical knowledge
- Diploma qualified (or Equivalent) as a minimum and committed to progressing to Chartered Financial Planner Status
- Experience of Advisor Office
- Experience of cash-flow modelling and Wrap platforms
- Strong technical knowledge in the investment and pensions market
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
job faster
