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  • Salary: £37000 - £45000 per annum
  • Location: Wilmslow, Cheshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    30 Mar 2021
  • Job reference: 34973

My client is currently looking for an experienced Senior Paraplanner to join their team near Wilmslow.

Scope of work - pension, investments, protection and trusts/estate planning.

  • Assisting in the preparation and maintenance of client records
  • Preparing recommendations
  • Preparing annual reviews
  • Assisting in the preparation and maintenance of central research systems, procedures and appropriate wording/appendices for suitability reports
  • Understanding of risk profiles, investment risk
  • Discuss client objectives with the Advisor
  • Identify missing client information pertinent to formulating recommendations
  • Ability to understand and identify client shortfalls in financial arrangements and areas that require financial planning
  • Undertake research to identify suitable solutions to meet client needs
  • Prepare information/comparisons for analysis by the Advisor
  • Ability to consider current and future asset allocation of assets for investment strategy with regard to client's risk profiles
  • Research of investment funds where necessary as well as financial products
  • Use of research systems such as O&M, FE Analytics
  • Document recommendations through preparation of suitability reports and letters
  • Request illustrations from providers, obtaining fund factsheets, research
  • Completion of recommendation templates, i.e. replacement contract forms etc.
  • Construct and maintain a central bank of research procedures such as structured product and WRAP Platform research in line with compliance guidelines
  • Construct and maintain information relating to investment management across all products and wrappers for both in front of client and in house purposes
  • Construct and maintain centralised standard wording/report inserts/appendices for suitability reports and structures for use for all advisory and technical staff

Candidates need to have previous paraplanning experience together with being Level 4 qualified.

For more information please contact Graeme Hyland.

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