Paraplanner

My client is currently looking for an experienced Paraplanner to join their team in Chorley. This is a professional position that supports Independent Financial Advisers directly in servicing existing and potential clients. This involves working alongside fellow Paraplanners, a group of nominated Independent Financial Advisers, their Administration Assistants and compliance teams. THE ROLE To undertake independent financial research and analysis based on client files with an aim of producing quality investment reports in a timely manner that highlight suitable solutions to meet the client's needs. You will be required to build and enhance relationships with Advisers to ensure productivity of both parties is maximised To accurately interpret the Advisers client files to ascertain the clients needs and Advisers instructions to translate this successfully into a financial planning report To carry out appropriate research and analysis to determine the most suitable providers, products and investment funds to meet the client's needs To liaise with the T&C Manager and designated team leader to ensure that they are kept updated as to the nature of advice being passed through paraplanning To liaise with the T&C Manager in regards to work that requires pre-sale authorisation To prepare the report within an agreed timescale To ensure that the reports are accurate in regards to spelling and composition To ensure that the paraplanning log is accurately updated THE CANDIDATE Excellent verbal and written communication skills across all mediums to include Microsoft Word and Excel along with IFA systems, examples include O&M, Defaqto, Distribution Technology, Trustnet and Assureweb Strong inter-personal skills for dealing with Advisers, clients, Managers and Directors Ability to prioritise and manage daily and longer term work priorities Ability to work within a team Ability to achieve agreed outcomes without supervision Ability to multi task and prioritise effectively Strong technical knowledge of financial services products, in particular a broad awareness of the investment and pension market place including new changes in legislation Understanding of FCA compliance, Data Protection Act and Anti Money Laundering regulations Persuasive communication and negotiation skills to enable the transfer of ideas to Advisers and the management team Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.