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Junior Paraplanner

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Location

BATH

Salary £25000 - £28000
TypePermanent
WorkplaceOn-Site
Ref83544

Recruiter Managing This Role

Have you got expereince with some Paraplanning or IFA Adminitration at present? Are you looking to build you technical knowledge up with a range of cases in an IFA firm?

In this role you will work towards a full diploma and build up the cases your are making reports on.

Ideally you will have a background in a similar role with Financial Services qualifications too.

Key Responsibilities & Main Tasks

  • Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners
  • Preparation of client review paperwork to include fund and product research using appropriate financial systems
  • Compilation of financial cashflow forecast
  • Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown analysis, existing policy analysis and portfolios
  • Liaise with Product Providers / Third Parties regarding any technical queries
  • Review asset allocation for any Platform based holdings
  • Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio
  • Attend client meetings with the Financial Planners, as required
  • Preparation of required suitability reports, including solution design in conjunction with the Financial Planner
  • Obtain key features documents, factsheets, illustrations and Exchange quotes through appropriate source
  • Ensure effective communication between Financial Planner, Technical Support and PA to ensure a continued professional service is provided to clients at all times
  • Comply with compliance procedures, TCF, Data Protection and FSA Regulations at all times to ensure regulatory requirements.

Experience and Skills:

  • Previous experience of working in similar role within financial services
  • Practical application of technical financial knowledge within career
  • Previous data research and report writing experience within financial services
  • Working towards the Level 4 Diploma in Financial Planning
  • Good understanding of the Financial Planning process

Synonyms: Paraplanner

*Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

 

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