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: recruitment@lift-financial.com