Coventry
PARAPLANNER full or part time considered Are you the right candidate for this opportunity Make sure to read the full description below. LEICESTER (Our Ref AL1389) SALARY to c£42,000 dep on exp + benefits PARAPLANNER ROLE SUMMARY The role involves working closely with a team of financial planning consultants, with support provided a team of administrators. The purpose of the role is to provide technical support by way of research, recommendations and report writing for the financial planning consultants. This is an excellent career development opportunity for an experienced paraplanner to work with large and complex financial solutions in a prestigious firm. KEY RESPONSIBILITIES AND ACCOUNTABILITIES • Research and analyse products and providers for new clients, compiling suitability reports, • Periodically reviewing available products; pro-actively seeking new product details to ensure appropriate recommendations can be made, meeting all client needs, • Researching investment funds on an ongoing basis, to ensure they are performing in line with expectations. Ensure all recommended funds are suitable for a clients risk attitude and in line with investment ethos, • Reviewing both new contracts and alterations in product providers terms. Make product recommendations to Financial Advisors, • Ensuring that all research material is on file and that records are organised, • Maintaining procedures for the 'back office, • Provide support to the financial advisers to ensure compliance and new business submission documentation is accurate, • Salary dependent on skills and experience, • 25 days holiday plus bank holidays, • Company pension scheme, • Experienced paraplanner - ideally with 2 years + in the role of actual report writing, • Able to problem solve and formulate solutions, • Level 4 Diploma or working towards this, • Excellent knowledge of key areas of financial planning, to include trusts, personal taxation, pension legislation, protection, and investment principles., • Attention to detail, with excellent written and verbal communication skills, • Polite and discreet when dealing with Financial Advisers and clients., • Strong interpersonal skills, in dealing with both Financial Advisers, clients and colleagues, with the aptitude to quickly build rapport, • Fully competent with MS Office, with expert Excel knowledge an advantage. Ideal candidates will also be familiar with industry-specific applications