• beckyraithby

Paraplanner - Huddersfield, West Yorkshire - £30,000 - £40,000 per annum

We are currently working on behalf of a leading Financial Services professional IFA who are looking for an experienced Para Planner to join their existing team.


-Working closely with the Financial Advisers and IFA Administrators, to support the client advisory process as a paraplanner you will play a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures.


Key responsibilities:


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 and 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 administrator 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.


Report obstacles and deviations from the agreed timescales to the financial adviser and IFA administrator, so that client expectations are appropriately managed. Ensure that potential service delivery failures are brought to the attention of the senior paraplanner in a timely manner, that resolution is swift and work together to revise process so that the likelihood of repeat errors is lessened.


Applicants will be


Working towards a 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:


Please contact Deborah Hulance: deborah@clarkjames.co.uk


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Liability and Disclaimer


The information contained in our advert including any salary or on target earnings information is given in good faith and Clark James Ltd uses all reasonable efforts to ensure that it is accurate. However, Clark James Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Clark James Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.


Please Note


All applications received will be dealt with in the strictest confidence.


Due to the volume of applications received we will be in touch if your application has been successful within 7 working days. If you have not received any communication within this time, please assume you have been unsuccessful on this occasion, but the information may be retained in connection with future opportunities.


#paraplanner #wealthmanagement #financialadvice

01673 847140

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