Paraplanner

We are currently recruiting for a Financial Planning practice in Bracknell who are looking to recruit a Paraplanner.

What is company is like to work for?

You will be working in a fun, friendly, and flexible environment, but hard working. The more you put in, the more you will benefit. Everyone is approachable, irrespective of the level they are within the company. This is a key benefit, as we are all working as a team to make the business a success.

What will your role entail?

• Accurately prepare suitability reports and letters to target deadlines
• Ensure all client work is compliant and supported with relevant paperwork
• Undertake comparative research in preparation of client recommendations
• Complete technical research as part of the existing arrangement review process
• Perform tax planning analysis
• Produce and analyse cashflow modelling
• Understand clients’ overall financial position from independent financial adviser (IFA) fact-finds
• Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the required suitability checks
• Ensure all client queries are appropriately investigated and accurate responses given
• Conduct annual reviews in line with service level agreements
• Comply with the Financial Services and Markets Act 2000 and the relevant Financial Conduct Authority (FCA) Principle and Rules at all times.
• Delivering good client outcomes, comply with the relevant compliance, terms and conditions, and financial crime procedures (anti-money laundering, data security, anti-bribery, fraud, and corruption) of the firm at all times.
• Keep up to date with all relevant product, legislative, and technical changes.
• Attain and maintain a level of competence as required
• Maintain all standards of performance as required by the company
• Ensure relevant continuing professional development (CPD) is maintained and recorded accurately

What credentials will you have?

• Level 4 Diploma qualified
• Proficient in all Microsoft Office programs, especially Excel and Word
• Strong written and verbal communication skills
• Time management
• Excellent telephone manner
• Accuracy and attention to detail
• Organising and planning