Bond Recruitment is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner to join their busy team.
Key Responsibilities
- Supporting the Adviser(s) in research and analysis to meet client needs and objectives
- Supporting the Adviser(s) in preparing client suitability and cash flow reports
- Help maintain business flow
- Managing the research and analysis of financial products to meet client requirements
- Managing the presentation of technical data to the Adviser(s)
- Continuous professional development to meet regulatory requirements and personal development needs
- Ensuring that any business conducted is completed in a responsible and compliant manner, meeting all legislative requirements
- Taking control of the adviser workflow and ensuring that work is managed and distributed effectively across the support team
The role holder is responsible for:
- The technical aspects of preparing for client meetings, including:
- Preparing and compiling financial analysis data
- Analysing client data and preparing cash flow analyses
- Researching products to support recommendations
- Compiling financial planning recommendations and suitability reports
- Ensuring that all regulatory and compliance standards are met
- Liaising with product providers and other relevant third parties
- Ensuring that all client requirements are followed through to the appropriate conclusion
- Managing, recording and monitoring client reviews on behalf of the Adviser(s)
- Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets
- Act as main point of contact and deal effectively with queries from clients through effective communication
- Establish and build strong relationships with clients and attend client meetings with adviser if required
- Organise future planning meetings with client
- Identify improvements to systems and work processes in the business
- Complaints handling and reports
- Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo
Requirements
About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.
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Paraplanner in Liverpool employer: Bond Recruitment
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