A Chartered, Independent Financial Adviser firm based in Cheshire is looking to hire a Paraplanner to work directly with the Senior Paraplanners in the business. Client service and satisfaction is key to this boutique IFA firm and they aim to combine traditional service values with forward-thinking innovative solutions to provide the best results. The team provides specialist advice in the areas of Personal Injury Trusts, Court of Protection, Divorce Settlements, Investment Management, Pension Funding, Retirement Planning, Inheritance Tax Planning as well as Care Fee Planning and Protection.
The Salary range for this role is £30,000 - £40,000, this role is ideal for a Paraplanner / Senior Administrator who feels like their career growth has stagnated as the team are looking to train and develop this hire so that they are able to take on more complex reports.
Benefits include Flexible working policy, financial support towards CII, death in service, Free parking, Death in service and a discretionary bonus.
The Paraplanner role represents an excellent opportunity for someone with previous relevant experience to make a real difference working within a small team environment, where their contribution will be valued.
Main Responsibilities
- Liaise with our administration team for the compliant submission and recording of new transactions
- Confirm the client risk profile is determined
- Discuss client objectives with the adviser
- Identify and obtain the information necessary to complete analysis and compile reports
- Identify areas for planning and undertake research, both independently, and with the adviser to identify suitable solutions to meet the clients’ needs
- Prepare information/comparisons for analysis by adviser
- Consider current and future allocation of assets for investment strategy in conjunction with the client risk profile
- Prepare recommendation reports to be discussed and signed off by the adviser
- Act as a point of contact and deal effectively with queries from clients and other parties, such as legal and tax advisers (if applicable), through effective communication
To be considered:
- Experience writing suitability reports
- knowledge of investments and pensions.
- Experience working in an IFA firm