PARAPLANNER - GLOUCESTER

The JobsBoard; Gloucester; On-site; GBP 36,000 - 60,000; Full time

Job summary

The JobsBoard in Gloucester is seeking a Paraplanner for an office-based role. You will support Financial Advisers by preparing client files, performing research, and drafting recommendation reports to aid financial planning decisions.

Essentially, applicants should have at least 1 year in paraplanning, strong written communication, and good IT skills. A Level 4 qualification or progress toward is required. Salary up to £60k depending on experience.

Qualifications

• Minimum of one year in a paraplanning role or current financial services study.
• Understanding of the financial planning process and approvals.
• Ability to follow defined processes and deliver outcomes with or without supervision.

Responsibilities

• Check compliance paperwork is complete and up to date.
• Confirm client risk profile and discuss objectives with Advisers.
• Assemble client information for cash-flow analysis and planning.
• Undertake research to identify suitable solutions with Adviser input.
• Prepare reports, comparisons and suitability letters for sign-off.
• Liaise with legal and tax advisers as needed.
• Support investment portfolios and implement approved strategies.
• Maintain strong client relationships and attend meetings when required.
• Organise future planning meetings and reviews with clients.

Skills

Paraplanning experience

Interpersonal skills

Multitasking

Report writing

Attention to detail

Independent & teamwork

IT proficiency

Time management

Education

Level 4 qualified or working towards

Tools

Microsoft Office

Job description

PARAPLANNER - GLOUCESTER

Our client is looking for an additional Paraplanner to join their team for an office working position in Gloucester. Earn up to £60k, depending on experience.

You will be working alongside the Financial Advisers, preparing and maintaining client files and putting forward recommendations, and reviewing client financial strategy.

Specific activities include:

• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with Financial Advisers
• Identify and obtain the information necessary to compile financial cash flow forecast
• Identify areas for planning
• Undertake research both independently and with the Financial Adviser to identify suitable solutions to meet the client's needs
• Prepare information/comparisons for analysis by planner
• Liaise with client's legal and tax advisers (if applicable)
• Consider current and future allocation of assets for investment strategy with regard to client risk profile
• Prepare draft recommendation reports to be discussed/signed off by planner
• Prepare suitability letters in accordance with the agreed recommendations
• Complete application / proposals forms
• Ensure all compliance paperwork is in order
• Make changes to clients' investments as instructed
• Implement the chosen investment strategies
• Act as main point of contact and deal effectively with queries from clients and other parties through effective communication
• Establish and build strong relationships with clients and attend client meetings with Financial Adviser if required
• Organise future planning meetings with client
• Review investment portfolio, asset allocation, risk profile etc
• Send planning figures to client for update and revision in preparation for next meeting
• Initiate review meetings with clients

Key skills/Experience required:

Essential

• Minimum of one year in a Paraplanning position, but those working in Financial Services who are already studying to become a Paraplanner will also be considered.
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervisionPrioritise and plan own workload
• Detailed and accurate
• Articulate
• Excellent interpersonal skills, both written and verbal
• Ability to multitask and prioritise effectively
• Good IT skills
• Good report writing skills
• Ability to work independently and in a team

Desirable

• Broad knowledge of financial services world

High level of technical knowledge

Qualifications

• Level 4 qualified, or working towards

Competitive salary available.