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Sunderland, UK
Closing date
7 Nov 2020

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Job Details

A large client of ours in the Sunderland Area are looking to recruit a Paraplanner to join their expanding team.

Duties and Responsibilities:
  • Undertake continuous professional development to meet regulatory requirements and personal development needs.
  • Stay abreast of legislative changes and other regulatory issues taking necessary action as required
  • Work within and stay up to date with template changes and advice notes
  • Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
  • Deal with general client queries and attend client meetings with the Partner as required
  • Work with other Practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process
  • Fully analyse clients' requirements, develop cash flow models and accurately record client data
  • Research and analyse financial products to meet Client requirements and objectives
  • Prepare suitability letters and reports (liaising with administrators), taking full responsibility for the client files and back office IT records throughout the advice process
  • Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally

  • Chartered Financial Planner status (preferred)
  • Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience)
  • Previous paraplanning experience within an IFA or Wealth Management environment
  • Demonstrates up to date knowledge of relevant regulation and legislation
  • Experience of the Pension Transfer market
  • Experience of the administration of IHT and/or Investment products
  • Comfortable using templated Suitability Letters
  • Familiar with all major research systems
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