Paraplanner

My client is currently looking for a Paraplanner to join their business in Blackpool.

THE ROLE

• Undertake Paraplanning activity for the Planners on the team and in exceptional circumstances, provide support to the wider Paraplanning team.
• Undertake appropriate, accurate and relevant research, based on the information gathered by the Planner, known information for clients in the on-going advice service and existing products/services the client has, to enable a suitable solution to be recommended to meet the client’s needs and objectives with a good outcome.
• Undertake accurate calculations and cash-flow modelling where needed to support recommendations.
• Prepare suitability reports and letters for the Planners to provide their recommendation based on our knowledge of the client, their documented needs, objectives, risk profile, to support a good client outcome, adapting your approach for clients in vulnerable circumstances.
• Ensure that drafted suitability reports and other communications are clear, fair, and not misleading.
• Draft and co-ordinate technical documents and research for client presentation.
• When undertaking research or preparing suitability reports proactively identify areas of potential future advice and raise with the Planner for them to discuss with the client.
• Prepare and submit new account paperwork for client onboarding.
• Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries.
• Complete any required post meeting actions and minutes.
• Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances.
• Prepare letters of authority for signing.
• Prepare client application forms in line with suitability report recommendations, ensuring they are actioned when returned by the client within business agreed timeframes and with accuracy.
• Deal with finance queries including invoices, billing, WIP, commissions, etc.