My client is currently looking for an Paraplanner to join their team in Chorley.

This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients.

THE ROLE

• To accurately interpret the adviser's client files to ascertain the client's needs and advisers instructions to translate this successfully into a Financial Planning Report
• To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs
• To liaise with the Technical Team Leader in the first instance to ensure that they are kept up to date as to the nature of advice being passed through paraplanning
• To liaise with the Compliance Team in regard to work that requires pre-sale authorisation
• To prepare the report within an agreed timescale
• To ensure that the Financial Planning Reports are accurate in regard to spelling and composition
• To ensure that recorded data is accurate and updated on a regular basis (Paraplanning log)
• Commit to a Personal Development Plan and maintain all standards of performance as required by the firm

THE CANDIDATE

• Achieved the Regulated Diploma in Financial Planning (Level 4) or equivalent. Or 1 to 2 exams away from attaining this
• Understanding of UK financial regulatory framework and legislation
• Excellent communication skills, both written and verbal
• Excellent computer skills, proficient in Outlook, Word, Excel and PowerPoint
• Excellent interpersonal skills, collaborative working style and commitment to completing tasks in a timely and efficient manner
• High level of attention to detail
• A demonstrated commitment to high professional ethical standards and a diverse workplace
• Ability to work within a team
• Ability to progress under the supervision of the Technical Team Leader
• Ability to multitask and prioritise work effectively
• Capable of operating in a fast paced and challenging environment
• Strong technical knowledge of financial services products, in particular a broad awareness of the investment and pension market place including new changes in legislation
• Understanding of FCA compliance, Data Protection Act and Anti Money Laundering regulations

BENEFITS

• Competitive salary
• Pension: Employer contribution of 5% with salary sacrifice for Employee contributions
• 28 days annual leave (plus Bank Holidays) with opportunity to buy a further 5 days
• Group Life cover: x4 salary
• Rolling sick pay scheme
• Exam / Training support
• Opportunity to work from home and the office

For more information please contact Graeme Hyland on 07896 933622 or email graeme.hyland@idexconsulting.com

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