Paraplanner

A Paraplanner is required by an Independent firm of Chartered Financial Planners based in Leicester City Centre. You will support the Advisors by providing research, report writing, meeting preparation and client support.

Your responsibilities will include:

  • Liaising and discussing tasks/cases with the Advisors to establish a report brief. ?
  • Identifying clients’ needs and objectives and assess their situation and attitude to risk. ?
  • Arranging/ collating the necessary information i.e. helping reconcile portfolio valuations and portfolio spreadsheets. ?
  • Researching and identifying the solution for the client by applying technical & product knowledge. ?
  • Drafting initial report using the standard formats within accepted timescale. ?
  • Amending and finalising draft report, once checked by the Advisor. ?
  • Ensuring necessary compliance checks are completed and recorded. ?
  • Preparing relevant discussion documents and other preparation requirements for client meetings. ?
  • Attending and minuting client meetings (where appropriate). ?
  • Acting as point of contact for investment houses and companies.
  • Organising and initiating the scheduled reviews of appropriate investment panels. ?
  • Retrieving all requested data and collate into the review matrices. ?
  • Preparing data for the panel review meetings. ?

You will hold the Level 4 Diploma in Financial Planning (or be working towards it) and have previous experience dealing with pensions and investments products in a fast-paced IFA environment. You will have the ability to conduct fact finds and to write high-quality suitability reports. In addition, you will possess a high level of analytical capability and excellent communication skills.

Location:Leicestershire

Salary:£30000 - £45000 Per Annum + benefits

Reference:414820

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