Paraplanner - Fram Search : Job Details

• Level 4 or close
• Career progression
• Established Financial planning firm

Fram is excited to partner with an established Financial planning firm company based in Liverpool. Our client deal with HNW and they are looking for a motivated Paraplanner to join their Advisor Support team. This opportunity has arisen due to internal progression where a paraplanner has transition to a trainee advisor role.  If you're passionate about making a difference in the world of advice, this is an incredible opportunity to grow your career in a company committed to giving the best advice to their clients.

• Gathering information – liaising with product providers, human resources, other third parties and also the client to obtain detailed information about their personal finances.
• Research – carrying out in depth analysis of many different types of financial contracts.
• Understanding client aims and objectives, tax position, attitude to risk etc to ensure recommendations are suitable for the individual.
• Writing the Suitability letter and other reports, eg pension shortfall analysis.
• Client servicing – responding promptly to client enquiries regarding their existing arrangements and any changes in circumstances
• Updating system – keeping back-office system up to date with client info and provider contacts
• Preparing packs for meetings – completing application forms, fact find, producing accurate illustrations, understanding remuneration requirements
• Business submission – putting business on system accurately with commission/fee expectation and preparing paperwork for scanning
• Reviews – producing detailed review reports and portfolio valuations for client review meetings
• Assisting Directors with projects- involving processes, fund research, bespoke reports and any others that may arise.

An ideal candidate will have some experience as a paraplanner. A working knowledge of platforms and a proactive mindset and a desire to work towards a Diploma in Financial Planning.