Paraplanner - North Oak Recruitment Ltd : Job Details

Paraplanner

Nottingham - Hybrid (our ref AL1303)

Salary - highly competitive + full benefits package - will be discussed at application stage

My client is an award winning, nationwide Wealth Management Company and they have an exciting new opportunity for an experienced Paraplanner to join their team.

Key responsibilities

• Fully analyse clients’ requirements, develop cash flow models and accurately record client data;
• Research and analyse financial products to meet Client requirements and objectives;
• Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
• Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process;
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
• Ensure client meeting notes are updated to CRM system as and when necessary;
• Act as a point of contact for clients and deal with routine issues/queries;
• Submission of business electronically in a timely manner and to ensure that client money rules are not breached;
• Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
• Build a rapport with the various administration centres to ensure speedy and helpful responses to client queries and resolving any administration issues

Knowledge and experience:

• Previous paraplanning experience within an IFA or Wealth Management environment;
• Familiar with all major research systems (e.g. Analytics, Voyant etc.);
• Experience of the Pension Transfer market. Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not essential.
• Experience of the administration of IHT and/or Investment products;
• Demonstrates up to date knowledge of relevant regulation and legislation;

Skills and behaviours

• Able to transpose information accurately;
• Strong numeracy skills
• Comfortable using templated Suitability Letters;
• Confident in dealing with third parties and can work with total discretion;
• Highly organised with excellent communication skills;
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
• Exceptional attention to detail;
• Manages time effectively with the ability to multi-task;
• Keeps calm when faced with conflicting demands and handles these effectively
• Demonstrates a positive attitude
• Works well on own tasks as well as on shared goals as part of a team
• Enthusiasm to help clients.

If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.