Client Technical Support (paraplanner)

• To attend client meetings (via Teams and face to face) with the FP Director to take detailed notes of the meeting;
• Transpose the meeting notes into the Factfind and Investment Risk Discussion document for submission;
• To assist the Financial Planner in formulating the advice to the client, taking instructions for research and/or document the advice to provided to the Paraplanner;
• Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance.
• Respond to client emails by analysing and researching the technical questions and creating the appropriate response for the client or FP Director
• Assist team PA with technical matters and liaising with clients in the absence of the FP Director
• To work within the Company’s Paraplanner licence framework.
• Provide research and analysis of investment funds and financial products, whilst considering the client objectives.
• Conduct fund research using the Company’s panel or FE Analytics where appropriate.
• Review asset allocation for any investment/pension holdings
• Complete financial cashflow forecasts, clearly demonstrating the clients current and future financial position.
• Prepare Financial Plans, clearly outlining the client’s current position, where they need to be and how they will get there.
• Preparation of fund switch and encashment letters according to advice provided.
• Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source – providing clear research of the advice provided.
• Liaise with Product Providers / Third Parties regarding any technical queries
• Accurately complete new business sheets to be handed over to the PA.
• Maintain client records and update client information on back office systems to keep an effective audit trail.

About you:

• At least 2- 3 years in a Paraplanning role or technical support (preferably with the same company and potentially same adviser)
• Fully level 4 Diploma Qualified
• Practical application of technical financial knowledge within career.
• Ability to analyse the performance of Discretionary Fund Managers to determine their level of client service and capability
• Previous data research and report writing experience within financial services
• Technical use of Excel in order to demonstrate performance against benchmark over time;
• Extensive experience of working with Microsoft Office products including Word, Outlook and PowerPoint, or similar tools
• Professional with a proven strong customer focus approach to getting the best outcome for the client and the business.
• Flexible and proactive approach to getting the job done.
• Experience of dealing with Trusts in particular to mitigate Inheritance Tax
• Experience of dealing with products such as VCTs, EIS and IHT Schemes Desirable:
• Experience of working in a small to medium sized financial services environment
• Experience of working with iO back office software and FE Analytics research tool
• Experience of working with a Discretionary Fund Manager
• In depth knowledge and experience with cashflow modelling (Desirable)
• Good understanding of the Financial Planning process.
• Strong interpersonal skills, both written and verbal communication.
• Customer service skills – providing an excellent service to the adviser and client.
• Excellent planning and organisational skills.
• Ability to work effectively to deadlines.
• Accuracy and attention to detail to balance demands of role

Benefits:

• 25 working days in addition to the normal  Bank Holidays, in addition 1 extra day’s holiday for each year of service up to 28 days.
• Holiday buy and sell scheme where you have the opportunity to buy an additional 5 days holiday per year. 
• Group Life Assurance
• Group Pension Scheme
• Private medical Insurance
• Group Income Protection