PARAPLANNER

PARAPLANNER Salary up to 46,000 South Manchester / Hybrid 4 days WHF A Paraplanner is regarded to be a technical and motivated individual working closely with a team of financial advisers to provide research and report writing. The successful Candidate will work as an integral part of the support team providing the advisers and their clients with a professional and efficient service. Where daily duties will consist of; " Understanding the clients' financial situation & objectives " Analyse clients' circumstances, objectives & risk profile " Identify missing client information pertinent to formulating recommendations " Liaise with financial advisers to query/challenge proposed recommendations where necessary " Providing research, analysis & technical support " Provide research on all relevant advice areas, products, and investment solutions " Prepare information / comparisons, ready for analysis by the advisor " Use of company-approved research systems to assist analysis " Cashflow modelling analysis " Preparing recommendation reports " Produce client suitability reports confirming new recommendations in accordance with the Company's internal standards and compliance procedures " Obtain accurate illustrations, key features and other relevant paperwork for advisers' presentation meetings with clients " Assist in the completion of remedial actions following quality checking " Maintaining client records " Maintain accurate and up-to-date client and plan records on back-office system " Ensure all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures " Create, manage and complete tasks on the back-office system in accordance with Company procedures A good overall product knowledge is required across: Pensions, Investments, Protection and Estate-planning (including use of Trusts). You MUST come from working within an IFA/Wealth Management environment. Those who have use of Intelligent Office back-office system are of advantage, along with additional skills using Finametrica, O&M Profiler, Defaqto and FE Analytics or equivalent research tools. Experience in cashflow modelling is also a distinct advantage. NJR15824