We are looking for an experienced Paraplanner to join our busy Technical Support Team in Altrincham.

Our Paraplanners, referred to as Technical Support Analysts for client-facing documents, carry out the technical research and analysis needed to produce the detailed client-facing reports that explain to a client what course of action the Adviser recommends and why this is suitable for them. 

Principal Accountabilities:

  • Provide analysis, detailed research of funds and providers, report writing and product recommendations for presentations to clients and/or reports for sending to clients
  • Provide all advice within a strict ethical and compliance framework and under guidance from the Director of Risk
  • Provide technical support and back up for the Advisers and the Sales Support function
  • Complete portfolio reviews and rebalancing requests
  • Use knowledge of financial planning to question and challenge proposed solutions
  • Identify problems with workflow processes and suggest improvements
  • Deal with client and insurer queries to completion via the telephone or in writing
  • Ensure that quality assessments (peer review) have been carried out, evidenced, and signed off accordingly
  • Ensure Intelligent Office is kept up to date with clients and portfolio details as necessary and required
  • Ensure that personal level of authority and responsibility is clearly delineated. This should incorporate a full understanding of procedures and their relevance together with any changes in Compliance and/or the financial services marketplace as required from time to time
  • Commit to continuous personal development and retain supporting records for inspection upon request by the Director of Risk 
  • Manage own workflow position and provide updates to the Director of Risk

Essential Requirements:

  • Qualified to Diploma level qualification (Level 4) in Financial Planning
  • Excellent understanding of the Financial Planning process
  • Excellent understanding of the main financial products and the data required by Paraplanners and Advisers to analyse their ongoing suitability for clients
  • Able to work within defined business processes, as part of a team and individually on own initiative
  • Ability to achieve agreed outcomes without supervision, prioritising and planning own workload
  • Excellent interpersonal skills
  • Ability to produce detailed and accurate work consistently to a high standard
  • Good IT skills (notably MS Word and Excel, but also able to learn third party software such as Intelligent Office, FE Analytics and Selectapension)

Desirable Requirements:

  • Desire to achieve Chartered status (Level 6)

Why work for LIFT?

  • A competitive salary
  • Uncapped performance related bonus 
  • 23 days holidays, increasing to 24 days when you reach 3 years of service, and 25 days when you reach 5 years of service. Plus opportunity to buy up to an additional 5 days each year
  • Birthday day off
  • Hybrid working – 3 days in the office/2 days WFH
  • Flexible working hours 
  • Permanent Health Insurance
  • 4 x Death in Service
  • 5% employer pension contribution plus 50% employer NI savings 
  • Exam and study support
  • Free financial advice from our highly qualified team of Advisers 
  • Quarterly staff recognition awards
  • Quarterly social events
  • Employee Assistance Programme 

If this fantastic job opportunity is something you would be interested in applying for or you have any questions about this role, please give us an email:

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