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Paraplanner (Junior, mid range or Senior)
Nottingham – NG2 - Flexible / hybrid working available
Salary flexible based on experience

Overview:

To support the Adviser Team in the submission of new business and replacement business. To prepare case files to a high standard. Accuracy and attention to detail are required in this role together with an element of product knowledge to ensure suitability letters are prepared quickly and efficiently. You will need to be able to work independently and within a team and be prepared to work with the Advisers to ensure that they complete their files and cases as compliantly as possible.

Key Duties:

* Fully analyse clients’ requirements, develop cash flow models and accurately record client data;

* Research and analyse financial products to meet Client requirements and objectives;

* Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;

* Prepare suitability letters and reports

* Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;

* Ensure client meeting notes are updated to CRM system as and when necessary;

* Act as a point of contact for clients

* Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process;

* Submission of business in a timely manner and to ensure that client money rules are not breached;

* Stay abreast of legislative changes and other regulatory issues

* Work within and stay up to date with template changes and advice notes;

* Ensure that any business conducted is done in a responsible and compliant manner

* Undertake continuous professional development

* Build a rapport with the various administration centres.

Knowledge, experience and skills:

* Previous paraplanning experience within an IFA or Wealth Management environment;

* Familiar with all major research systems (e.g. Analytics, Voyant etc.);

* Experience of the Pension Transfer market.

* Experience of the administration of IHT and/or Investment products;

* Demonstrates up to date knowledge of relevant regulation and legislation;

* Able to transpose information accurately;

* Strong numeracy skills

* Comfortable using templated Suitability Letters;

* Confident in dealing with third parties and can work with total discretion;

* Highly organised with excellent communication skills;

* Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);

* Exceptional attention to detail;

* Manages time effectively with the ability to multi-task;

* Works well on own tasks as well as on shared goals as part of a team;

* Enthusiasm to help clients.

Other Information:

The hours are Monday – Friday 9am – 5pm– 35 hours a week
Holidays – 25 Days Holiday, plus Bank Holidays and if your birthday falls on a working day you are given the day off.
Other benefits include: Company Pension, Two Staff days out per year. Private health scheme after 1 year service. Bonus paid annually, subject to the Business target being met
There is a hybrid working pattern available rotating 3 days in the office 2 days WFH and 2 days in the office 3 days WFH.

Please note that due to a high volume of applications across all our adverts we are only able to respond to those who have been short-listed