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Technical Paraplanner

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Salary Competitive
Type Permanent
Location Manchester
Sector Investment & Middle Office
Job Reference UK2A/MAS/28365
Contact BRUIN Financial
Date posted 19-03-2018

Main Responsibilities

• Check all compliance paperwork is present
• Confirm client risk profile is determined
• Discuss client objectives with planner
• Identify and obtain the information necessary to compile reports/analysis
• Identify areas for planning and undertake research both independently and with the Financial Planner to identify suitable solutions to meet the clients needs
• Prepare information/comparisons for analysis by planner
• Liaise with client’s legal and tax advisers (if applicable)
• Consider current and future allocation of assets for investment strategy with regard to client risk profile
• Prepare draft recommendation reports to be discussed/signed off by planner
• Act as a point of contact and deal effectively with queries from clients and other parties through effective communication
• Establish and build strong relationships with clients, colleagues and other parties
• Review investment portfolio, asset allocation, risk profile etc
• Attend Investment Committee meetings
• Strict adherence to all internal and regulatory compliance requirements, including Treating Customers Fairly principles & the CII’s Chartered Code of Ethics

Key skills/Experience required:
• Understanding of the Financial Planning process
• Able to work within defined business processes
• Ability to achieve agreed outcomes without supervision
• Ability to multitask, prioritise effectively and plan own workload
• Attention to detail and accuracy
• Articulate, with excellent interpersonal skills, both written and verbal
• Good IT skills, preferably with experience of 1st Software/Avelo/Iress
• Good report writing skills
• Ability to work independently and in a team
• Broad knowledge of financial services world
• High level of technical knowledge

Experience and skills
Minimum two years experience in a comparable IFA paraplanning role
Conversant with and ability to provide compliant advice across the range of corporate and personal financial planning products

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