Paraplanner
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Job Location:
Manchester - UK
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Paraplanner
Our client is seeking an experienced Paraplanner to join a well-established financial planning team based in Trafford.
Key Responsibilities:
- Review cases and collaborate with Financial Planners to fully understand recommendations in line with client needs and objectives
- Check and confirm fact-find information with Financial Planners
- Review ceding scheme details and liaise with providers to obtain any missing information
- Ensure recommendations are suitable and compliant with regulatory requirements
- Draft and adapt high-quality suitability reports based on discussions with Financial Planners
- Conduct research and analysis to identify appropriate financial solutions
- Prepare cash flow plans alongside Financial Planners using cash flow modelling tools
- Maintain accurate and compliant client records using back-office systems
- Identify and raise any discrepancies on client files with the Financial Planner
Candidate Profile:
- Diploma in Regulated Financial Planning (desired)
- Minimum of 2 years experience as a Paraplanner
- Strong understanding of the financial planning process
- Solid experience in pensions investments (including ISAs and bonds) IHT and trust cases; protection knowledge preferable
- Familiarity with financial research tools such as FE Analytics and cash flow modelling tools such as Voyant
