Paraplanner

  • Paraplanners
  • Surrey
  • Posted 9 months ago

Overview

Location: Horsham

Salary: Negotiable depending on experience

Are you a Paraplanner looking for your next role working within Financial Services?

Our client is looking for a Paraplanner to join their friendly team.  The successful candidate will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.

Provide the level of service required by the Company for the consultants in line with client and investment proposition.

Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required aid the Compliance department and assist Network members with technical and product queries in a timely manner.

In order to fulfil the above, it is expected that you will liaise with members of the team and senior management, reporting regularly to the Senior Paraplanner and Operations Manager.

The successful candidate must be Level 4 or Paraplanning equivalent to work towards Level 4 once in the role.

Main Duties and Responsibilities:

  • To promote and work always towards our client’s policy of delivery of Client Best Interest outcomes.
  • To ensure adherence always to the suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy.
  • To take responsibility for own performance and to identify personal development areas.
  • Initial assessment of case on receipt to ensure all required information is present, ensuring anything further is requested where needed.
  • To research suitable products based on client(s) circumstances and requirements in order to allow an adviser to make a recommendation within both an Independent and Restricted proposition. Also, to provide the adviser with evidence of research using the company’s chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison.
  • Obtain personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. Provide a complete audit trail from the software system to justify product selection
  • Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
  • Prepare the draft recommendation report for sign off by the adviser.
  • Oversee record keeping by administration regarding locations of letters of authority and research requests to ensure every piece of research can be found at any stage of the process.
  • Ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability.
  • Assist compliance and other colleagues in any area as directed.
  • When required assists Network members with technical and product queries in a timely manner.
  • To ensure a consistent and up to date approach across both Independent and Restricted channels.
  • Prepare ongoing service reports for advisers where clients have signed up to an ongoing service including the completion of costs and charges.

Practical Skill Set:

  • Possessing good interpersonal skills with a willingness to work in a demanding environment, the ability to communicate effectively at all levels, and in all media types.
  • Ability to work on own initiative and maintain self-control when under pressure. Willingness to learn and maintain knowledge within an ever-changing market.
  • Good keyboard skills
  • Practical experience with Word, Excel and Database applications
  • Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics
  • Experience of Intelligent Office CRM is desirable
  • Good communication skills
  • Problem solving
  • Time management
  • Up to date knowledge of financial services providers and products

 

If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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    Paraplanner

    • Paraplanners
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    • Posted 9 months ago

    Overview

    Location: Horsham

    Salary: Negotiable depending on experience

    Are you a Paraplanner looking for your next role working within Financial Services?

    Our client is looking for a Paraplanner to join their friendly team.  The successful candidate will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.

    Provide the level of service required by the Company for the consultants in line with client and investment proposition.

    Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required aid the Compliance department and assist Network members with technical and product queries in a timely manner.

    In order to fulfil the above, it is expected that you will liaise with members of the team and senior management, reporting regularly to the Senior Paraplanner and Operations Manager.

    The successful candidate must be Level 4 or Paraplanning equivalent to work towards Level 4 once in the role.

    Main Duties and Responsibilities:

    • To promote and work always towards our client’s policy of delivery of Client Best Interest outcomes.
    • To ensure adherence always to the suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy.
    • To take responsibility for own performance and to identify personal development areas.
    • Initial assessment of case on receipt to ensure all required information is present, ensuring anything further is requested where needed.
    • To research suitable products based on client(s) circumstances and requirements in order to allow an adviser to make a recommendation within both an Independent and Restricted proposition. Also, to provide the adviser with evidence of research using the company’s chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison.
    • Obtain personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. Provide a complete audit trail from the software system to justify product selection
    • Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
    • Prepare the draft recommendation report for sign off by the adviser.
    • Oversee record keeping by administration regarding locations of letters of authority and research requests to ensure every piece of research can be found at any stage of the process.
    • Ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability.
    • Assist compliance and other colleagues in any area as directed.
    • When required assists Network members with technical and product queries in a timely manner.
    • To ensure a consistent and up to date approach across both Independent and Restricted channels.
    • Prepare ongoing service reports for advisers where clients have signed up to an ongoing service including the completion of costs and charges.

    Practical Skill Set:

    • Possessing good interpersonal skills with a willingness to work in a demanding environment, the ability to communicate effectively at all levels, and in all media types.
    • Ability to work on own initiative and maintain self-control when under pressure. Willingness to learn and maintain knowledge within an ever-changing market.
    • Good keyboard skills
    • Practical experience with Word, Excel and Database applications
    • Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics
    • Experience of Intelligent Office CRM is desirable
    • Good communication skills
    • Problem solving
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    If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      Salary: £28,000 – £38,000 Dependent on experience

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      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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    • Paraplanners
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    • Posted 9 months ago

    Overview

    Location: Horsham

    Salary: Negotiable depending on experience

    Are you a Paraplanner looking for your next role working within Financial Services?

    Our client is looking for a Paraplanner to join their friendly team.  The successful candidate will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.

    Provide the level of service required by the Company for the consultants in line with client and investment proposition.

    Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required aid the Compliance department and assist Network members with technical and product queries in a timely manner.

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    Main Duties and Responsibilities:

    • To promote and work always towards our client’s policy of delivery of Client Best Interest outcomes.
    • To ensure adherence always to the suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy.
    • To take responsibility for own performance and to identify personal development areas.
    • Initial assessment of case on receipt to ensure all required information is present, ensuring anything further is requested where needed.
    • To research suitable products based on client(s) circumstances and requirements in order to allow an adviser to make a recommendation within both an Independent and Restricted proposition. Also, to provide the adviser with evidence of research using the company’s chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison.
    • Obtain personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. Provide a complete audit trail from the software system to justify product selection
    • Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
    • Prepare the draft recommendation report for sign off by the adviser.
    • Oversee record keeping by administration regarding locations of letters of authority and research requests to ensure every piece of research can be found at any stage of the process.
    • Ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability.
    • Assist compliance and other colleagues in any area as directed.
    • When required assists Network members with technical and product queries in a timely manner.
    • To ensure a consistent and up to date approach across both Independent and Restricted channels.
    • Prepare ongoing service reports for advisers where clients have signed up to an ongoing service including the completion of costs and charges.

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    • Ability to work on own initiative and maintain self-control when under pressure. Willingness to learn and maintain knowledge within an ever-changing market.
    • Good keyboard skills
    • Practical experience with Word, Excel and Database applications
    • Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics
    • Experience of Intelligent Office CRM is desirable
    • Good communication skills
    • Problem solving
    • Time management
    • Up to date knowledge of financial services providers and products

     

    If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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       Paraplanning Responsibilities:

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      • Discuss cases with adviser and pro-actively update the adviser throughout.
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      • Prepare and compile financial analysis.
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      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      Location: Witney

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      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

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      Salary: £25,000 – £38,000 depending on experience

      Are you an experienced Paraplanner looking for your next role working within Financial Services?

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      The successful applicant will be joining an incredibly flexible company offering the option of just 1 day a month working from the office, plus the benefit of support with exams and paying for study material and exam entries.

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    Job Type: Paraplanners

    Location: Oxfordshire

    Paraplanner

    • Paraplanners
    • Surrey
    • Posted 9 months ago

    Overview

    Location: Horsham

    Salary: Negotiable depending on experience

    Are you a Paraplanner looking for your next role working within Financial Services?

    Our client is looking for a Paraplanner to join their friendly team.  The successful candidate will be expected to maintain workflows within the Department. Ensuring that the service received by consultants is timely and accurate.

    Provide the level of service required by the Company for the consultants in line with client and investment proposition.

    Undertake the role of Paraplanner to provide technical and product support to the Consultants throughout the sales process. When required aid the Compliance department and assist Network members with technical and product queries in a timely manner.

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    • To promote and work always towards our client’s policy of delivery of Client Best Interest outcomes.
    • To ensure adherence always to the suite of policy and procedures, with distinct regard and compliance with the Conflict of Interest Policy and Inducement and Incentive policy.
    • To take responsibility for own performance and to identify personal development areas.
    • Initial assessment of case on receipt to ensure all required information is present, ensuring anything further is requested where needed.
    • To research suitable products based on client(s) circumstances and requirements in order to allow an adviser to make a recommendation within both an Independent and Restricted proposition. Also, to provide the adviser with evidence of research using the company’s chosen software and via any other relevant sources of information i.e. fund information, pension comparison, exchange comparison.
    • Obtain personal illustrations, key features document, application forms and any other relevant information to aid the sign up of business. Provide a complete audit trail from the software system to justify product selection
    • Offer research services to advisers for specialist cases where the client may have niche requirements that are unusual i.e. Health, Tax etc.
    • Prepare the draft recommendation report for sign off by the adviser.
    • Oversee record keeping by administration regarding locations of letters of authority and research requests to ensure every piece of research can be found at any stage of the process.
    • Ensure that all business completed by the team is compliantly researched and all files for submitted business clearly demonstrate suitability.
    • Assist compliance and other colleagues in any area as directed.
    • When required assists Network members with technical and product queries in a timely manner.
    • To ensure a consistent and up to date approach across both Independent and Restricted channels.
    • Prepare ongoing service reports for advisers where clients have signed up to an ongoing service including the completion of costs and charges.

    Practical Skill Set:

    • Possessing good interpersonal skills with a willingness to work in a demanding environment, the ability to communicate effectively at all levels, and in all media types.
    • Ability to work on own initiative and maintain self-control when under pressure. Willingness to learn and maintain knowledge within an ever-changing market.
    • Good keyboard skills
    • Practical experience with Word, Excel and Database applications
    • Knowledge of research software, including Capita Fusion, O&M, Financial Express Analytics
    • Experience of Intelligent Office CRM is desirable
    • Good communication skills
    • Problem solving
    • Time management
    • Up to date knowledge of financial services providers and products

     

    If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

    If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

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      Job Type: Paraplanners

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      Location: Witney

      Salary: Negotiable depending on experience

       Are you a Paraplanner looking for your next role working within Financial Services?

      Our client has an opportunity for an experienced paraplanner to join an expanding wealth management company based in Witney.

      The successful candidate will need to be either part or fully qualified.  This role comes with the scope for career development.

      The role is varied and involves working as part of a close-knit friendly team, purely office based.

      General Responsibilities:

      • Be a point of contact for any Adviser queries.
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      • Ensure team member’s workloads are monitored regularly and that they received adequate training and support.
      • Ensure Suitability Reports are updated with current legislation.
      • Ensure that all company policies and procedures are adhered to.

       

       Paraplanning Responsibilities:

      • Assess new client’s objectives and carry out research to identify suitable solutions to meet client’s needs in line with an adviser’s recommendations and requests.
      • Discuss cases with adviser and pro-actively update the adviser throughout.
      • Carry out financial analysis to draft recommendation reports/letters for review and sign off by the advisers.
      • Prepare all relevant paperwork for client meetings.
      • Prepare and compile financial analysis.
      • Liaise with product providers and other relevant third parties.
      • Ensure that all client requirements are followed through to the appropriate conclusion.
      • Keep up to date with legislation.
      • Ensure thorough knowledge of product research and analytical tools.
      • An understanding of FCA regulations and guidelines relating to financial services clients.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

      Read More

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      Job Type: Paraplanners

      Location: Berkshire

      Location: Outskirts of Reading

      Salary: Negotiable depending on experience

      Our client is currently looking for a Senior Paraplanner to join their support team. Your role will be to take ownership of the company’s paraplanning function, engaging at both an operational and technical level. To assist in researching and evaluating clients’ personal financial circumstances and provide potential financial planning solutions to meet their requirements.

      Flexible working comes as an option with this role.

      The successful candidate must hold the CII Level 4 Diploma in Regulated Financial Planning, or equivalent, and at least two CII AF level exams. Working towards Chartered status.

      Knowledge & Skills:

      • Excellent technical awareness of the UK’s tax system as relevant to the needs of individuals and trusts
      • Knowledgeable on the technical framework surrounding personal pension schemes (DC and DB), including the impact of lifetime transfers and transfers at death.
      • Proficient in using relevant software packages (e.g. cashflow modelling and fund research) and MS Office applications

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      • Fact finding – Working with advisers, clients and third parties to identify clients’ personal circumstances and objectives.
      • Research – Liaising with third party product providers to obtain quotes, illustrations and product details for analysis.
      • Establishing recommendations – Formulating recommendations as best seen fit to achieve client’s objectives.
      • Report writing – Documenting recommendations clearly and with due regard to regulatory requirements.
      • Maintaining records – Recording all client communications and research documents on relevant client files.
      • Additional tasks – Providing support in other functions, for example to cover staff leave and providing management information reports.

       

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

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      Job Type: Paraplanners

      Location: Lincolnshire

      Location: Bourne

      Salary: £25,000 – £38,000 depending on experience

      Are you an experienced Paraplanner looking for your next role working within Financial Services?

      Due to expansion our client is now looking for an experienced Paraplanner to join their support team based in Bourne. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

      The successful applicant will be joining an incredibly flexible company offering the option of just 1 day a month working from the office, plus the benefit of support with exams and paying for study material and exam entries.

      Primary Tasks:

      • Work closely with IFA’s undertaking product and provider research to identify appropriate and compliant solutions for clients within specified timescales. An ability to work under pressure and within tight deadlines is an absolute necessity.
      • Effectively and efficiently summarise recommendation options for IFA’s and draft proposals, letters and suitability reports for a wide range of products, providers and funds. An ability to think independently and to work outside of formal template structures is essential in formulating highly individualised client reports.
      • Competent use of different software packages and technology to analyse data and propose effective client solutions.
      • Communicate directly with clients on behalf of the Advisers, including telephone underwriting and update client records and business trackers promptly and accurately.
      • Support the Head of Research and contribute to the development of processes and ideas to assist with the efficient working of the Research Team.
      • Maintain a high degree of technical knowledge relating to core products through ongoing training and self- development and keep documented progress towards meeting quality targets, CPD and KPIs.
      • Contribute to staff meetings and process improvement sessions to help the Company achieve its goals.
      • Assist the Administration Team Leader to train and develop the administrative support team by providing constructive feedback and training input if required.

      Skills Required:

      • Level 4 Diploma in Financial Planning or near completion
      • Minimum 2 years demonstrable experience of working as a Paraplanner or Adviser, preferably within an independent financial practice
      • A detailed understanding of pensions, investments, protection and tax planning
      • Excellent report writing and communication skills
      • Professional, client facing demeanour
      • Experience of a variety of IT systems, preferably to include Intelligent Office and Centra, Assureweb, FE Analytics and Avelo Exchange software
      • Previous experience of using different provider websites and knowledge of the overall application and administrative processes.

      If this role sounds as though it aligns with your desire to have a career that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

      If this role isn’t of interest then please contact us as we have a number of active roles at the moment that may be more suitable.

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Contact us

Email: kate@cranleighpersonnel.co.uk or Call: 01483 279 837