Blackpool
My client is currently looking for a Paraplanner to join their business in Blackpool. THE ROLE • Undertake Paraplanning activity for the Planners on the team and in exceptional circumstances, provide support to the wider Paraplanning team., • Undertake appropriate, accurate and relevant research, based on the information gathered by the Planner, known information for clients in the on-going advice service and existing products/services the client has, to enable a suitable solution to be recommended to meet the client’s needs and objectives with a good outcome, • Undertake accurate calculations and cash-flow modelling where needed to support recommendations, • Prepare suitability reports and letters for the Planners to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances, • Ensure that drafted suitability reports and other communications are clear, fair, and not misleading, • Draft and co-ordinate technical documents and research for client presentation, • When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Planner for them to discuss with the client., • Prepare and submit new account paperwork for client onboarding, • Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries, • Complete any required post meeting actions and minutes, • Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances, • Prepare letters of authority for signing, • Prepare client application forms in line with suitability report recommendations, ensuring they are actioned when returned by the client within business agreed timeframes and with accuracy, • Deal with finance queries including invoices, billing, WIP, commissions, etc EXPERIENCED NEEDED • Previous experienced in a Paraplanner or Prainee Paraplanner Role., • Commitment to achieve RQF level 4 Diploma in Regulated Financial Planning within reasonable timeframe, with subsequent commitment to achieve Advanced Diploma in Financial Planning and CII Chartered status (Level 6) BENEFITS: • Pension: Up to 7.5% employer matching (4.5% employee minimum contribution), • Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one, • Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health, • Life Assurance: 4x annual salary (from start date), • 25 days holiday, increasing with tenure (+ bank holidays), • Share Incentive Plan: Company matched shares (after 6 months), • Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan, • Enhanced Maternity & Paternity Leave, • Wellness Days, flu jabs, eye care vouchers, • Microsoft Office for home use, • Hybrid Working after probationary period, • Discounts on the company’s own investment services