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Paraplanner

  • Salary: £34000.00 - £38000.00 per annum
  • Location: Work from home
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    01 Jul 2021
  • Job reference: 35862a

A national IFA practice are now looking to grow their paraplanning team due to recent acquisitions! This firm are looking to hire Paraplanners into their Bristol, Bath and Romsey office.


This role will see you providing support to ensure the highest possible standard of client service delivery. Working closely with the Financial Advisers and support staff you will play a key role in providing an all-important, quality sales support function.


Your Duties will include but will not be limited to:

  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed
  • Undertake quotes using relevant in-house platforms or request quotes from external providers
  • Undertake the necessary research and analysis
  • Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely
  • Discuss the reports with the Financial Adviser, amending as necessary
  • Instruct the IFA Administrator to proceed with preparation of the pack for the client
  • Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
  • Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review work-flow across the team
  • Report obstacles and deviations from the agreed timescales to the Financial Adviser and IFA Administrator, so that client expectations are appropriately managed
  • Ensure that potential service delivery failures are brought to the attention of the Senior Paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened
  • Support the Treating your Customers Fairly (TCF) initiative



For you to be a successful candidate:

  • Financial Planning Diploma Qualified (or equivalent professional qualification)
  • Demonstrable paraplanning experience
  • Experience of, or understanding and a willingness to work with a centralised investment proposition
  • Proven ability to work with templated suitability reports
  • Experience of including additional bespoke explanations for recommendations made outside of the standard template
  • The ability to prioritise and juggle workload
  • Excellent communication skills, both written and verbal
  • Attention to detail
  • Client confidentiality
  • Knowledge of Microsoft Office software applications



Benefits:

  • Salary upto 38k
  • 2 days home 3 in the office
  • Learning support and will pay for qualifications
  • study groups
  • 5% pension
  • 4x DIS
  • PMI
  • Critical illness cover
  • group protection



This is a fantastic opportunity for a Diploma Qualified Paraplanner to work in either Bristol, Bath or Romsey. If you would like further information please apply and we will be in touch.


Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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