Paraplanner

Paraplanner - Financial Services / Permanent Role / North Manchester - Ramsbottom / Salary 32,000 - £40,000 + Excellent Benefits / Award Winning Firm

NC Associates are working in partnership with an award winning financial services organisation based in North Manchester to help support the growth within the business, My client is looking for an experienced Paraplanner who can help support the senior leadership team as well as other colleagues within the paraplanning team. 

Paraplanner Benefits

• Salary - £32,000 - £40,000 Dependent On Exp
• Holidays: 25 days with additional tiering on length of service
• Pension Scheme: 3% Employer and 4% Employee contributions
• Death in Service: 4 x salary

Paraplanner Duties 

• Obtaining information on a client’s existing financial arrangements and conducting a gap analysis.
• Producing a strategy report and making high level recommendations in line with the clients objectives where required.
• Researching the market in line with guidelines from the Advisers, the client’s circumstances and objectives for product and service solutions and preparing personalised high quality reports that are client to the client.
• Communication with the Adviser throughout this process is of paramount importance.
• Have a thorough understanding of the companies advice process, strategy and suitability letter format, pre-approval process and the regulatory requirements imposed by the FCA and be able to deliver against these in agreed timescales.
• Understand each client’s circumstances, objectives, attitude to risk, capacity for loss, knowledge and experience and timescales to ensure advice is appropriate.
• Prepare analysis of client’s existing portfolio.
• Conducting research and produce client facing strategy reports to facilitate business writing opportunities.
• Prepare research and quotations for client meetings.
• Deal with client and provider correspondence (as part of the research and reporting process).
• Follow the client services process to deliver a personalised and high quality service to Advisers.
• Prepare valuations and portfolio commentary for client meetings and updates.
• Liaise with colleagues and compliance to assist the approval and submission of compliant new business.
• Input client information onto the back office system and ensure all tasks are recorded and acted upon within the agreed timescales.  Ensure client history is maintained.
• Understand workflow and be able to deliver and report against various tasks, ensuring all concerned parties can easily review case status.
• Work closely with other paraplanners within the business to share ideas and best practice, including assisting Manager with all aspects of a good customer experience and identify any improvements that can be made.
• Undertake any other duties commensurate with skills and experience.
• Participate in appropriate company and departmental training, competence and development initiatives.

Paraplanner Experience Required

• Financial Services Market – Demonstrates a deep understanding of the structure of the Financial Services market, including the role of the financial adviser, the paraplanner, product providers, support services & platforms
• Regulatory & Compliance – Full understanding of the Financial Services regulatory framework, and the ethics and key principles of the advice process.  Comprehensive knowledge of the systems and controls that are in place to protect the client and the company. Demonstrates full adherence to these systems and controls
• Products – Demonstrates an in-depth understanding of both financial products & financial planning tools. Can analyse which type and features of the financial products are appropriate to the client’s needs
• Quality service delivery – Consistently develops and delivers excellent service to clients, colleagues & advisers, supporting the products & services provided and adhering to TCF principles at all times. Has excellent attention to detail & provides a quality assurance check
• Communication & relationships – CDevelops effective and enduring relationships through appropriate verbal/written/IT skills. Relates well to all people, internally and externally. Can handle & resolve issues, diffusing situations comfortably using diplomacy and tact. All communication must be concise, clear, understandable, effective and constructive
• Team working & collaboration – Understands their role within a team & the impact on others. Consistently endeavours to support colleagues & collaborate to achieve results
• Planning & prioritising – Can plan & prioritise work effectively in order to deliver good outcomes for both the client & the company. Uses time well and stays focused to ensure work is completed; consistently meeting commitments and deadlines. Determines tasks and communicates realistic timescales
• Using systems & processes – Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements. Embraces change and is proactive in suggesting methods and procedures to help improve processes and performance.

What''s on Offer?

This is a really good opportunity to work with a long established and hugely successful organisation which is known to develop its staff while offering excellent salary and benefits packages. Please get in touch for immediate consideration by contacting Wayne Caunce at NC Associates - (phone number removed)

We are committed to diversity and inclusion. We welcome all applicants of identity, personal characteristics, or background.