Paraplanner

Paraplanner

£35,000-£45,000 DOE

NJR are currently partnered with a well-established financial planning firm who are currently looking for a paraplanner to join their team. They are committed to providing exceptional financial advice and services, ensuring their clients achieve the best possible outcomes. The team adhere to the highest standard by the Financial Conduct Authority(FCA) aiming to deliver comprehensive and compliant financial solutions. The successful candidate will provide technical support to the Advisors and Directors informing and advising on financial planning factors, and on utilising suitable plans and products. To organise the reports and illustrations in a timely and accurate manner, to ensure business can be processed efficiently, and the suitability of the advice given enhances the practice’s PQS.

Responsibilities

• Providing high quality support to the advisor team, responding to advisor queries in a timely manner
• Inputting of CFR documentation onto salesforce
• Research and analyse financial products to meet client requirements and objectives, demonstrating an understanding of the desired outcome
• Producing accurate IHT calculations and cash flow models
• Preparing and producing suitability letters, reports, and illustrations
• Ensuring the end-to-end compliance process is followed
• Ensuring all cases written adhere to the Advice Guidance framework, with a view to all cases passing as suitable first time
• Ensuring advisor and Paraplanning Lead are updated throughout the complete process, liaising with the Paraplanning Lead to ensure the client is always kept up to date
• Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative, FCA and SJP requirements, both internally and externally
• Processing new business to a high standard and in line with SJP and Abacus processes
• Liaising with the wider administration team to ensure business processing is completed to regulatory standards
• Demonstrate knowledge and understanding of, and keep up to date with, all relevant products advised on by the practice
• Ensuring all advice sets are logged appropriately on all relevant systems
• Advising the Paraplanning Lead of any challenges or delays in the completion of work
• Overseeing complex cases in conjunction with the Private Client Manager and Operations Director, where appropriate
• Managing own learning and development, attending relevant training sessions where needed
• Provide cover for other team members upon request as per the business need
• To uphold the standards of the client service charter
• Keep up to date with comms and regulatory changes (attending webinars etc..)
• Contribution at Paraplanning team meetings

If you are ready for your next stage career and want to join a thriving company, then apply today or for more information please contact one of our specialist consultants and quote reference

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Job Types: Full-time, Permanent

Pay: £35,000.00-£45,000.00 per year

Work Location: In person