I am working with a client based in Leeds who is seeking a highly skilled Financial Services professional to join the IFA support team to provide them with technical Paraplanning duties.

A brief description is below.

• Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
• Undertake quotes using relevant in-house platforms or request quotes from external providers.
• Undertake the necessary research and analysis, including:

• Fund analysis
• Product comparison
• Product analysis
• Fund research
• Charges analysis

• Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely.
• Discuss the reports with the Financial Adviser, amending as necessary.
• Instruct the IFA administration team to proceed with preparation of the pack for the client.
• Pre-populate client application forms ready for the Financial Adviser to discuss with the client.
• Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review workflow across the team.

You will need the below..

• Financial Planning Diploma Qualified (or equivalent professional qualification).
• Demonstrable paraplanning experience.
• Demonstrable knowledge of and proficiency in research tools ideally to include at least some of the following:

• Pension research: O&M
• Fund & Portfolio research: FE Analytics
• Protection: Avelo Exchange
• Annuity research: Avelo Exchange
• Cash flow research: Voyant & Distribution Technology
• Risk profiler:

• Proven ability to work with templated suitability reports.
• Experience of including additional bespoke explanations for recommendations made outside of the standard template.
• The ability to prioritise and juggle workload.
• Excellent communication skills, both written and verbal.
• Attention to detail.
• Client confidentiality.
• Knowledge of Microsoft Office software applications.

Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.