Paraplanner

Bond Recruitment is proud to be working with a leading IFA firm in Liverpool, they are currently recruiting for a Paraplanner to join their busy team.

• Supporting the Adviser(s) in research and analysis to meet client needs and objectives
• Supporting the Adviser(s) in preparing client suitability and cash flow reports
• Help maintain business flow
• Managing the research and analysis of financial products to meet client requirements
• Managing the presentation of technical data to the Adviser(s)
• Continuous professional development to meet regulatory requirements and personal development needs
• Ensuring that any business conducted is completed in a responsible and compliant manner, meeting all legislative requirements
• Taking control of the adviser workflow and ensuring that work is managed and distributed effectively across the support team

• The technical aspects of preparing for client meetings, including:
• Preparing and compiling financial analysis data
• Analysing client data and preparing cash flow analyses
• Researching products to support recommendations
• Compiling financial planning recommendations and suitability reports
• Ensuring that all regulatory and compliance standards are met
• Liaising with product providers and other relevant third parties
• Ensuring that all client requirements are followed through to the appropriate conclusion
• Managing, recording and monitoring client reviews on behalf of the Adviser(s)
• Providing support for the Adviser(s) allowing the Adviser(s) to focus on client relationships and meeting business targets
• Act as main point of contact and deal effectively with queries from clients through effective communication
• Establish and build strong relationships with clients and attend client meetings with adviser if required
• Organise future planning meetings with client
• Identify improvements to systems and work processes in the business
• Complaints handling and reports
• Working with both the adviser and client in implementing and maintaining the Personal Finance Portal (PFP) via Intelliflo

About you You will be an ambitious and focused individual with a passion for financial services and you will view this as a long-term career. Professionally you will have a record of achievement that you are proud of and that demonstrates your commitment to providing high-quality advice and service to clients. You will have exceptional relationship management skills and you will be a technically strong Chartered qualified Adviser.