Paraplanner

Paraplanner

The chosen candidate would need to be personable, friendly and someone who can work well as part of a busy, professional IFA team. Effective communication, keen eye for detail and time management are the key ingredients to ensure that paraplanning at Landmark IFA is delivered to the very highest standard.

Your primary role as Paraplanner would be to provide this high end technical paraplanning training and support to the financial advisers at Landmark IFA LTD. As well as supporting financial advisers you may be asked to provide general assistance to the Directors/Managers and Administration staff located at Warden’s House.

Any paraplanning responsibilities must be completed compliantly within the Landmark Standards and Guidelines.

Responsibilities & Accountabilities

  • To determine and deliver the most appropriate solutions and providers collating information from existing pension/investment portfolios
  • Undertake the necessary research and analysis, including fund analysis, product comparison, product analysis, fund research and charges analysis to enable a sound client recommendation to be made
  • Working through adviser fact finds and supporting material
  • Construct Suitability Reports for advisers
  • Create cash flow (retirement income) reports for advisers
  • Provide all support material for client recommendation including illustrations and application documents
  • Provide technical support to the adviser
  • Preparation of annual client reviews
  • Liaise effectively with clients, product providers, associations and other departments
  • Prioritising personal workload
  • All the above in a compliant manner as set down by the Company and the Regulator’s procedures
  • Undertaking any other reasonable duties as requested by management/directors

Key skills require:

  • Retirement Planning
    • Personal Pensions
    • Competent in completing pension switches/transfers from start to finish
    • Drawdown – Flexi-access drawdown etc.
    • Annuities
    • Confidently complete TVAS/APTA requests
  • Investments – ISA, General Investment Accounts etc.
  • Mortgage Knowledge
  • Protection – Life, CIC, Income Protection etc.
  • Estate Planning – Wills, IHT etc.
  • Write HOLISTIC suitability reports:
    • Good use of English, including writing skills
  • Systems:
    • Selectapension
    • MiCap
    • FE Analytics
    • Assure Web
    • Ev Pro
    • Protection Guru
    • Genovo
    • Intelligent Office – knowledge is an advantage
    • MS Office Suite – Word, Excel, PowerPoint

    Personal Profile:

    • Friendly, personable, with the ability to adapt to varying situations
    • Analytical with a keen eye for detail
    • The ability to challenge financial advisers on quality of work
    • Minimum Level 4 paraplanning qualification
    • Minimum of 1-2 years’ experience within the financial services industry

    Communication:

    The post-holder should recognise the importance of effective communication within the team and will strive to:

    • Communicate effectively with other team members
    • Communicate effectively with clients and outside agencies
    • Recognise people’s needs for alternative methods of communication and respond accordingly

    Personal/Professional Development:

    The post-holder will participate in any training programme implemented by the company as part of this employment, such training to include:

    • Participation in an annual individual performance review, including taking responsibility for maintaining a record of own personal and/or professional development
    • Taking responsibility for own development, learning and performance and demonstrating skills and activities to others who are undertaking similar work
    • Making effective use of training to enhance knowledge and skills and thus further your CPD

    Quality:

    The post-holder will strive to maintain quality within the company, and will:

    • Alert other team members to issues of quality and risk
    • Assess own performance and take accountability for own actions, either directly or under supervision
    • Contribute to the effectiveness of the team by reflecting on own and team activities and making suggestions on ways to improve and enhance the team’s performance
    • Work effectively with individuals in other agencies to meet clients’ needs
    • Effectively manage own time, workload and resources

    Confidentiality:

    • In the course of seeking financial advice, clients trust us with, or allow us to gather, sensitive information in relation to their financial matters. They do so in confidence and have the right to expect that staff will respect their privacy and act appropriately
    • In the performance of the duties outlined in this Job Description, the post-holder may have access to confidential information relating to our clients. They may also have access to information relating to Landmark as a business organisation.  All such information from any source is to be regarded as strictly confidential
    • Information relating to Clients, Adviser and other colleagues, or within our business may only be divulged to authorised persons in accordance with the company policies and procedures relating to confidentiality and the protection of personal and sensitive data

    Equality and Diversity:

    The post-holder will support the equality, diversity and rights of clients and colleagues, to include:

    • Acting in a way that recognizes the importance of people’s rights, interpreting them in a way that is consistent with Practice procedures and policies, and current legislation
    • Respecting the privacy, dignity, needs and beliefs of clients and colleagues
    • Behaving in a manner which is welcoming to and of the individual, is non-judgmental and respects their circumstances, feelings priorities and rights.

    Health & Safety:

    The post-holder will assist in promoting and maintaining their own and others’ health, safety and security as defined in the company Health & Safety Policy, the company and Health & Safety Manual. This will include:

    • Using systems within the workplace according to company guidelines
    • Identifying the risks involved in work activities and undertaking such activities in a way that manages those risks
    • Actively reporting of health and safety hazards immediately when recognised
    • Keeping own work areas and general areas generally clean, assisting in the maintenance of general standards of cleanliness consistent with the scope of the job holder’s role

      How to Apply

      Send an email through to admin@adminIFA.co.uk