Rayment Recruitment
Paraplanner
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Paraplanner
Paraplanner
Hybrid
North London
Competitive negotiable base salary dependant on experience, plus benefits (see foot of advert) and exam support. This position offers excellent career progression.
A multi-office, award-winning Wealth Manager currently requires an experienced and qualified Paraplanner to join its friendly and vibrant team, on a hybrid basis, the office being based in North London.
Paraplanner Job Description
The role of a Paraplanner is to support one or more Financial Advisor(s) with the advice processes in a compliant and efficient manner.
The Paraplanner role involves:
- Managing tasks and the advice processes on X-Plan (back-office system) and having a full understanding of relevant processes for the job role, including but not limited to:
- Advice process - Including an understanding of the requirements for high-risk business/preapproval from compliance
- Fund switches
- Withdrawals
- Review process
- Conducting regular meetings with the Adviser(s) in order to:
- Manage new business cases/submissions
- Keep abreast of the Adviser’s(s) new business pipeline, their targets, and monitoring performance against targets; (at adviser’s discretion)
- Undertaking research into the different financial products that can be held by a client and understanding which are suitable for which clients, factoring in the advantages and disadvantages of each product.
- Writing client suitability reports using the company’s preferred report writing software in the following areas:
- Protection
- Pensions/retirement planning
- Investments
- Equity release
- Cash-flow forecasting
- Keeping abreast of current regulation and legislation and being able to apply this to client scenarios to meet objectives and ensure best advice is given.
- Understanding and suitably applying the Company’s investment process and various investment offerings to meet a client’s attitude to risk, personal circumstances, and financial objectives.
- Develop a working knowledge of providers’ platforms and supporting websites with:
- General understanding and navigation of the providers sites used throughout the business
- Obtaining the correct documentation to support business sign-ups (where applicable)
- Performing online transactions (as required) – including fund switching, withdrawals, cash management
- Managing client data
- Working with the Adviser(s) to prepare for client meetings and assisting with regular client reviews (the review process).
- Supporting the Adviser(s), as-and-when appropriate, in building cash-flow models to assist the client in overseeing their financial position and forecast future financial scenarios.
- Collaborating with Advisers to ensure suitability of advice and completeness of paperwork for all clients.
- Managing fund switches on client pensions and investments, ensuring they are invested in line with their risk profile
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Paraplanner – Benefits
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- Competitive salary package.
- Hybrid working pattern (3 days office-based).
- Supportive and collaborative team environment.
- Ongoing training and professional development opportunities.
- The opportunity to play a key role in delivering outstanding client service within a growing team.
- 4% matched pension contributions.
- Income Protection Cover (terms apply).
- Death-in-Service Cover (terms apply).
- Health Shield Cash Plan.
- Employee Assistance Programmes.
- Cycle to Work Scheme.
- Employee Discounts.
- Company Activities.
- Breakfast/Fruit supplies.
- Discounted Health Tests.
- Optional Influenza vaccination.
- Employee referral programme.
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