Paraplanner

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    Jobs in Ferndown, Dorset

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    Paraplanner SALARY: £13.00 - 15.00 Per Hour

    Perm FT
    REF: Paraplanner

    Paraplanner to join an Independent Financial Advisory Company.
    A Company based in Ferndown are looking for a Paraplanner who will support a Financial Adviser within the Pension Department.

    Experience as a Paraplanner within an IFA office, investments and financial planning is required and a good level of pension technical knowledge would also be an advantage as 75% of the work is within this area.
    You will be supporting the Financial Adviser with client's needs and investment strategies.

    You will be aiding with each step of the advice process e.g. preparing / attending client meetings, completing fact finds, analysing outcome of questionnaires (Risk Profiling Questionnaire, Investment Pensions Questionnaire etc.), carrying out research, preparing advice letters, gathering recommendations from investment analyst, preparing illustrations, corresponding with both the providers and clients, implementing recommendations and carrying out investment instructions.

    A lot of the work is time sensitive, so you must be very organised and keep to deadlines and work to time constraints.

    Strong competency is also required in Excel and other Microsoft programs.

    Main duties will include;

    • Attending client meetings with Financial Advisers as required and completing non-advice paperwork eg. fact finding exercise
    • Supporting the Financial Advisers in research and analysis to meet Client needs and objectives
    • Support the Financial Advisers in preparing suitability reports
    • Keeping internal records and registers up to date
    • Communicating by telephone, face to face, letter and fax with clients, providers, solicitors, and other organisations as required.
    • Assisting with tax reporting work for clients, including submission of tax returns to Revenue
    • Developing and maintaining internal relationships to help maintain business flow within the office
    • Liaising with our internal review team in the preparation of Review Recommendations
    • Continuous professional development to meet regulatory requirements and personal development needs
    • Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
    • First point of contact for client and company communications relating to clients looked after by an adviser
    • Scanning to our document management software
    • Obtaining valuations from third party administrators for client meetings and on request

    The Company are a independent financial adviser specialising in asset advice linked to investment, pension and tax planning, they offer individual, bespoke financial planning solutions.

    Salary is £13.00 - £15.00 per hour depending on experience and qualifications.
    Working hours are Monday - Friday, 30 - 35 hours a week however the Company have the ability to be flexible and for the right applicant could agree a work schedule tailored around your needs.

    Additional info

    • LOCATION: Ferndown, Dorset
    • CONSULTANT: Helen Wright
    • TYPE OF WORK: Finance