Our client is an established and respected independent financial advisors firm with extensive experience in the industry, they are one of the UK’s leading independent providers of financial management, business insurance and personal insurance broking.
This is an exciting opportunity for an experienced Paraplanner to work within the Independent Financial Advisers' department where they are looking to expand this team to support the business. Additionally, you will have your Level 4 Diploma and previous experience in the industry.
Your duties will include:
Providing full paraplanning support to a team of advisers
Preparation of presentations and suitability reports for clients and prospects
Assist colleagues in the completion of their duties
Check all documentation for accuracy before issuing to clients or appropriate parties
Dealing with client queries and providing technical assistance
Build good working relationships with providers, clients and prospects
This is an excellent opportunity to join a market leading organisation with the opportunity to progress within the company. A competitive salary of up to £35,000 (dependent on experience) is on offer with other benefits.
For further information regarding this role please contact Ryan Bartlett on 01179170410 or email ryan.bartlett@recruitukltd.co.uk (quote – Ref – 12513).
08/05/2018
Full time
Our client is an established and respected independent financial advisors firm with extensive experience in the industry, they are one of the UK’s leading independent providers of financial management, business insurance and personal insurance broking.
This is an exciting opportunity for an experienced Paraplanner to work within the Independent Financial Advisers' department where they are looking to expand this team to support the business. Additionally, you will have your Level 4 Diploma and previous experience in the industry.
Your duties will include:
Providing full paraplanning support to a team of advisers
Preparation of presentations and suitability reports for clients and prospects
Assist colleagues in the completion of their duties
Check all documentation for accuracy before issuing to clients or appropriate parties
Dealing with client queries and providing technical assistance
Build good working relationships with providers, clients and prospects
This is an excellent opportunity to join a market leading organisation with the opportunity to progress within the company. A competitive salary of up to £35,000 (dependent on experience) is on offer with other benefits.
For further information regarding this role please contact Ryan Bartlett on 01179170410 or email ryan.bartlett@recruitukltd.co.uk (quote – Ref – 12513).
Job Title:
Paraplanner
Reporting to:
Senior Technical Manager & Paraplanner (STM&P)
Brief description of role and responsibilities:
To provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports. This list is not exhaustive and can be liable to change.
Specific duties and responsibilities:
· Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings
· Receiving and carrying out instructions from meeting notes/tasks from Financial Planners following client meetings.
· Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
· Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
· Contacting third parties and providers to gather detailed information.
· Generating and accurately saving research undertaken in a structured and consistent format.
· Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
· Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports
· Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades
· Monitor Negative Cash positions for clients on a monthly basis and recommend appropriate solutions.
· Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
· Participate and contribute to the investment committee meetings if required.
· Analyse and provide specific client portfolio reporting.
· Carrying out all tasks in a manner consistent with compliance procedures.
· Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
Ability to work efficiently under own initiative with impeccable attention to detail;
Constructing spreadsheets and comparison calculations
Adhere to the 6-step process of Financial Planning
Qualifications
Ideally you would have GCSEs Grades (A-C/1-3) in Mathematics and English and hold the Diploma in Financial Planning or equivalent. The candidate must be prepared to study up to level 6 qualification with a Recognised Professional Body.
The candidate must also have good IT skills and excellent telephone manner.
Continuing Professional Development (CPD) should be undertaken to develop skills and knowledge.
03/05/2018
Full time
Job Title:
Paraplanner
Reporting to:
Senior Technical Manager & Paraplanner (STM&P)
Brief description of role and responsibilities:
To provide technical and research support to Financial Planners in the delivery of their advice to clients. This support includes completing research and analysis, preparing suitability letters and writing client reports. This list is not exhaustive and can be liable to change.
Specific duties and responsibilities:
· Preparation of new and existing client Cashflows ready for Cashflow meetings and Annual Strategy meetings
· Receiving and carrying out instructions from meeting notes/tasks from Financial Planners following client meetings.
· Interpreting data obtained by Planners during client meetings and establishing with the planner via de briefings the correct recommendations to be taken.
· Analysing data received by clients and providers then use research tools to provide solutions to meet client needs and objectives.
· Contacting third parties and providers to gather detailed information.
· Generating and accurately saving research undertaken in a structured and consistent format.
· Writing Suitability Letters and Financial Planning reports that are accurate, personalised and match the client’s objectives.
· Provide all appropriate appendices, illustrations, applications and Key features documentation for Suitability Letters and Reports
· Implementing agreed actions from Authority to Proceed notifications including taking fees from providers, allocating investments to wrappers, linking investment models, placing buy/sell trades
· Monitor Negative Cash positions for clients on a monthly basis and recommend appropriate solutions.
· Complete annual ISA reporting to ensure all clients (where applicable) has utilised the annual ISA allowances.
· Participate and contribute to the investment committee meetings if required.
· Analyse and provide specific client portfolio reporting.
· Carrying out all tasks in a manner consistent with compliance procedures.
· Keep up to date with legislation and product changes by attending and maintaining continuous professional development.
Ability to work efficiently under own initiative with impeccable attention to detail;
Constructing spreadsheets and comparison calculations
Adhere to the 6-step process of Financial Planning
Qualifications
Ideally you would have GCSEs Grades (A-C/1-3) in Mathematics and English and hold the Diploma in Financial Planning or equivalent. The candidate must be prepared to study up to level 6 qualification with a Recognised Professional Body.
The candidate must also have good IT skills and excellent telephone manner.
Continuing Professional Development (CPD) should be undertaken to develop skills and knowledge.
My client is an established Chartered Financial Planning firm. They offer mainly private client advice to high net worth/ultra high net worth clients based in Liverpool and surrounding areas.
They are a top 100 financial advice firm and hold the Investors in People gold standard awards. They manage over £200million FUM. Average client has circa £1million investable assets. They provide high levels of service including cashflow modelling.
They are actively seeking an experienced Paraplanner to join them at their Liverpool office. You will work closely with an existing paraplanning and administration team, you will be required to provide Paraplanning support to the financial planners, working within agreed business objectives. Duties will involve report writing, compliance, analysis and research.
This position would suit an experienced Paraplanner level 4 Diploma qualified, who is happy to be based at their Liverpool office that can evidence they have the required knowledge to be considered. The successful applicant will have excellent experience dealing with complex high net worth client advice cases.
This firm is directly authorised. They will offer a good basic salary along with a full benefits package that includes an excellent bonus scheme.
Pease contact Andrew Nicholson at Recruit UK on tel no 01179170415 quoting ref 12553 for a more information on this role.
21/05/2018
Full time
My client is an established Chartered Financial Planning firm. They offer mainly private client advice to high net worth/ultra high net worth clients based in Liverpool and surrounding areas.
They are a top 100 financial advice firm and hold the Investors in People gold standard awards. They manage over £200million FUM. Average client has circa £1million investable assets. They provide high levels of service including cashflow modelling.
They are actively seeking an experienced Paraplanner to join them at their Liverpool office. You will work closely with an existing paraplanning and administration team, you will be required to provide Paraplanning support to the financial planners, working within agreed business objectives. Duties will involve report writing, compliance, analysis and research.
This position would suit an experienced Paraplanner level 4 Diploma qualified, who is happy to be based at their Liverpool office that can evidence they have the required knowledge to be considered. The successful applicant will have excellent experience dealing with complex high net worth client advice cases.
This firm is directly authorised. They will offer a good basic salary along with a full benefits package that includes an excellent bonus scheme.
Pease contact Andrew Nicholson at Recruit UK on tel no 01179170415 quoting ref 12553 for a more information on this role.
