Paraplanner
Kind Consultancy is working with a fast growing, national Financial Adviser organisation which is currently seeking a Paraplanner to join them in a full-time, permanent role paying £40,000 to £45,000 based on experience. The role can be based in their Lincolnshire, Merseyside or Berkshire offices, with a hybrid work model requiring 2 in-office days per week.
Key responsibilities of the Paraplanner role will include:
- Accurately preparing suitability reports and letters to target deadlines
- Undertaking comparative research in preparation of client recommendations
- Completing technical research as part of the existing arrangement review process
- Ensuring all client work is compliant and supported with relevant paperwork
- Performing tax planning analysis
- Producing and analysing cashflow modelling
- Understanding clients’ overall financial position from Independent Financial Adviser (IFA) fact-finds
- Discussing client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the required suitability checks
- Ensuring all client queries are appropriately investigated and accurate responses given
- Conducting annual reviews in line with service level agreements.
- Delivering good client outcomes, comply with the relevant compliance, terms and conditions, and financial crime procedures (anti-money laundering, data security, anti-bribery, fraud, and corruption) of the firm at all times.
- Keeping up to date with all relevant product, legislative, and technical changes.
- Ensuring relevant continuing professional development (CPD) is maintained and recorded accurately
Our ideal candidate for the Paraplanner opportunity:
- Must be Level 4 Diploma qualified
- Is proficient in all Microsoft Office programs, especially Excel and Word
- Has strong written and verbal communication skills, including excellent telephone manner
- Is highly organised, with good planning and time management skills
- Is accurate in all work, with consistently strong attention to detail
If you’re interested in the Paraplanner opportunity, have the necessary skills and qualifications and can commute to one of the three listed office locations, please apply with an up-to-date CV today.