Paraplanner – Chorley – Financial Planning


Paraplanner – Financial Planning           J – 843


£27,000 – £34,000

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

This involves working alongside 7 fellow paraplanners, a group of nominated Independent Financial Advisers, their administration assistants and in house compliance team.

Key Objective – To undertake independent financial research and analysis based on client files with an aim of producing quality investment reports in a timely manner that highlight suitable solutions to meet the client’s needs. You will be required to build and enhance relationships with advisers to ensure productivity of both parties is maximised.

You will be supported with further study, working alongside highly qualified colleages.

Proven experience as a Paraplanner in a Financial Planning Firm.
Achieved or working towards the Regulated Diploma in Financial Planning (Level 4).
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.
Capable of operating in a fast paced and challenging environment.

Ability to give and receive specific, constructive feedback to/from multiple sources.
Ability to look at situations from several viewpoints.
Persuasive and confident with details and facts.
Working towards Chartered Status or willingness to become Chartered in the future.

Key Tasks
To accurately interpret the advisers 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 regards 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 regards 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

Flexible working hours, supportive work environment, excellent company reputation,

Negotiable salary and other benefits.

Please apply for an immediate interview

To apply for this position please call the office in confidence on 0161 973 0133 or
email your CV to Diana Sproston here.

View more opportunities in Financial Planning.

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