Paraplanner Job in Godalming, Surrey

Paraplanner Job in Godalming, Surrey. Apply for the latest Godalming, Surrey jobs in Accounting/Financial/Insurance.

Paraplanner Job in Godalming, Surrey

Job Description
Qualifications Required:

Preferred to have Level 4 Diploma in Financial Planning and be working towards level 6 advanced diploma and Chartered Status.

Key Attributes

* Excellent report writing skills

* Good technical knowledge of advice and product options.

* Able to analyse statistics

* Able to conduct research for appropriate providers and investments.

* Good understanding of compliance issues.

* Time management skills.

* Interpersonal and IT skills.

Requirements and typical activities

* To analyse fact-finding data and understand if there is sufficient information on which to base a suitability report.

* Understanding the required content of a suitability report and conducting own research into any missing information before compiling it.

* Able to use paraplanner on-line software to amend and mould template report into a client-specific document.

* Knowledge of Analytics and back office systems such as Intelliflo.

* Analysing statistics.

* Working with IFAs on what recommendations would best suit the client in line with their objectives and circumstances.

* Liaising with compliance on pre-sale checks, maintaining logs, use of risk warnings etc.

* Working with the admin team on obtaining all the policy information, initial questionnaire responses for switches, logging of client data onto Intelliflo and completion of the client file.

* Doing project work including in depth research and analysis and recommendations on matters such as platform reviews, tax-planning products and providers based on established criteria.

* Due Diligence work on providers of certain products e.g. VCT and EIS.

* Dealing with clients’ technical queries and providing generic guidance in the absence of IFAs.

* Attending relevant CPD events for role and keeping a log of all CPD activity completed.

* Maintaining low risk KPIs for internal certification, including file review grades, CPD, pre-sale checks, productivity and abiding by the conduct rules.

* Maintaining regulatory and compliance knowledge by completion of mandatory Eukleia training, understanding of compliance manual and employee handbook.

* Completion of suitability reports in a timely fashion and meeting any targets agreed with the director.

* Being able to use web-based software including Synaptics, Square Mile and Paraplanner on-line.

* Processing new business including pension and ISA switches.

Benefits

* Contractual benefits including salary, pension, holiday and private healthcare.

* Half a day per month off to attend relevant CPD events including travel expenses.

* Consideration given to working from home when unable to attend the office in Godalming

Job Type: Permanent, Full Time
Location: Godalming, Surrey
Category: Accounting/Financial/Insurance
City: Godalming
County: Surrey
Country: United Kingdom
Salary: £20000 – £35000/annum + Commission/ Bonus
Benefits: Commission/ Bonus