Paraplanner Job in Stockport, North West Uk
Paraplanner
£30,000 - £32,000
Excellent Package and Benefits
Our client is a successful financial services company based in South Manchester. They are currently seeking a Paraplanner to join their existing team
The main purpose of the role is to support the sales team and give advice to private and corporate clients. You will be analysing, monitoring and reporting, as required, in respect of pensions and investment portfolios, including SIPP drawdown analysis and existing policy analysis.
Responsible for paraplanning for client's needs, including product research, solution design and report writing. You will be expected to contribute to the success of the company overall and to adhere to all internal standards, administration procedures and time-recording regulations.
Responsibilities
· Provide support services for all private and corporate client sales
· Assess the accuracy and consistency of information gathered by advisor's, ensuring compliance in accordance with the FSA regulations.
· Support the consultants in their advisory work, including investigating the clients needs and researching the most suitable products and providers and the production of suitability letters and reports.
· Analysis of existing portfolios, using the available company's analytical models.
· Production of product research reports, working in conjunction with the consultants.
· A suitable portfolio of funds, where requested by the advisor, in accordance with the clients attitude to risk and the asset allocation model
· Be responsible for any project work as determined by the Directors or consultants and produce output at the highest standard
· Have a commercial market awareness by taking part in ongoing technical learning, reading trade publications, attending workshops and courses.
Requirements; Qualified to FPC or equivalent and previous experience in a paraplanner or research role.