Interaction Leeds
£25k - 35k per year
16 Jul 2018
02 Aug 2018
Contract Type
Full Time

We are currently seeking to recruit a Paraplanner to join a successful and fast-growing independent financial advisory based in Lichfield city centre.

Key Responsibilities:

  • Liaise closely with the Financial Planners to gather all required product, platform and fund research for new business and reviews
  • Assist with the creation of financial planning reports to a compliant standard
  • Draft and coordinate technical documents and research for client presentations
  • Develop/maintain report, email, research note, report writing and communications
  • Support the team in their overall development and share knowledge
  • Undertake work of a project based nature as and when required to do so
  • Working with case managers to request and collate required client and scheme data
  • Analysing the data collected and presenting this to the adviser/transfer specialist
  • Ensure client file is complete prior to report writing and identify any shortfalls
  • Compiling financial planning recommendations and suitability reports – this will include complex defined benefit reports, pension transfer reports and annual client reviews.
  • Obtain illustrations and supporting literature

Liaising with various stakeholders including;

  • Internal
  • Case Managers
  • Pension Specialists
  • Senior Management
  • External
  • Client and IFA
  • Providers and Investment Managers
  • Schemes and Administrators

We’re looking for someone with good experience of using research tools, producing suitability letters & reports in a compliant fashion; you will have gained this experience in an IFA/Financial Planning firm. You’ll be Diploma Level 4 qualified or working towards. Someone who is organised, good at relationship building, who enjoys client contact and would like to make a real difference.

In return the company will Invest in training and support towards career enhancement into financial advising if desired.

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