We are recruiting a Paraplanner to be part of a dynamic Individual Financial Planning Team. The purpose of this role is to provide central resource support to the Sales Consultants and work as part of a Sales Support Team. The Paraplanner will be involved in the delivery of service to a team of Financial Advisers within agreed service levels including timeliness and quality.
The Role
- Participate in the “pre-sales” process in terms of gaining an understanding of the client’s objectives & needs (on occasion attending Client Meetings with Financial Consultant).
- Assist in analyzing client information to ensure best plan of action is put forward.
- Based on client objective & needs provide research on products, providers, funds & charges
- Responsible for producing the Advice Report, outlining recommendations to client.
- Compile all sales, product and fund related reports as required.
- Dealing with clients directly on certain queries.
- In conjunction with the Financial Consultants, put in place a clear plan of activity to ensure the regular review of existing clients on an on-going basis and identifying new business opportunities.
- Occasional use of Voyant, Cashflow analysis and other Financial Planning tools
- Take ownership of some small pieces of business on behalf of the Financial Consultant (e.g., protection business, small annuities) through a desk-based service.
- Ensure the Advisory team are always fully briefed on all market and product changes.
- Ensure relevant procedures are followed to comply with Central Bank regulations and wider business requirements.
Requirements
- QFA qualification is essential as you will have direct dealings with the clients.
- Additional industry qualifications such as RPA are desirable.
- Minimum 3 years in a paraplanner, technical support or administrative Role within the Life & Pensions industry.
- Strong technical knowledge of Life & Pensions.
- Strong understanding of Compliance within the industry.
- Good attention to detail and ability to prioritize in a high-paced environment.
- Excellent communication, both written and verbal.
- Analytical, with at least a good knowledge of products, business practices and markets
- Excellent IT skills and competency across Microsoft Office.
- A real desire to progress within the industry
