Paraplanner

Salary: £36,000 – £42,000 per year

Paraplanner

Location: Farnborough

Salary £36,000 – £42,000+ benefits + free parking

My client who are based in Farnborough are looking for a Paraplanner to join their team. We are looking for candidates who have got strong experience in Paraplanning. The ideal candidate will have excellent analytical and evaluation skills. The Paraplanner will review FactFinds and Meeting Notes of the Consultants against Compliance guidelines and is expected to challenge the consultants if the client’s financial needs are not clearly documented and accurate.

Daily Duties

Reviewing Private Client Fact-finds/Client Meeting Notes against defined Compliance guidelines (OPAL) to make sure ALL aspects of the client financial needs are clearly documented, challenging the consultant where appropriate to enable them to research suitable whole of market advice based on the information provided.

As part of this the role holder will be expected to challenge gaps and justifications with consultants where appropriate.

Using research tools to ensure independent/holistic advice is provided to the client in line as requested by the Private Client Consultant.

To prepare draft suitability reports within an agreed timescale for the client based on the information received/researched, for final approval by the consultant, using technical knowledge and experience plus compliance approved templates/standard paragraphs (where they exist) and soft facts including justification for advice.

Excellent planning and organisation skills will be required with the ability to analyse and document client needs clearly in a timely manner to meet agreed service levels to ensure that we are operating a commercial service plus meeting personal targets.