Job Role

Based at our Yorkshire hub in Wakefiled the Paraplanner will work with a Financial Adviser on a number of their non-client facing tasks involved in preparing and administering a Financial Plan or Report for a client.
A Paraplanner completes the research and analysis of financial products for our clients, documenting the output in a report to ensure the client is getting the best advice and the adviser is getting the best support to help them advise the client.
Great Paraplanners will be meticulous and analytical, enjoy research and process-driven work and can source, analyse and summarise a great deal of information.
Given the nature of the role, you should be the type of person who revels in the detail and is an enthusiastic problem-solver.

Responsibilities

• Review client information to build up an overall understanding of the client's personal and financial circumstances
• Critically evaluate the Know Your Client information on file to identify any potential gaps or issues that could impact on the financial planning process and suitability of advice
• Work collaboratively with advisers and other internal stakeholders to achieve good client outcomes and efficient working practices
• Analyse the client's existing financial arrangements and assess their ongoing suitability to meet their goals and risk profile
• Research appropriate solutions from the market effectively using qualitative and quantitative methods, in-house and third party software solutions where appropriate
• Use in-house and external financial planning tools such as cash flow modelling and cost comparisons tools effectively, with a clear understanding of their purpose, scope and limitations
• Obtain quotations for plans and policies using accurate information
• Prepare personalised client facing written communications such as suitability reports, letters and annual review reports clearly and professionally

The ideal person

• Have an understanding of the Financial Planning process
• Able to work within defined business processes
• Able to achieve agreed outcomes without supervision
• Prioritise and plan own workload
• Have attention to detail and accuracy
• Be able to communicate effectively with colleagues and clients
• Excellent interpersonal skills, both written and verbal
• Ability to multitask and prioritise effectively
• Good IT skills being fully competent with MS Office suite of products
• Experience of maintaining good working relationships in the delivery of financial advice services or similar environment

Benefits

• Company pension scheme
• Death in service
• 25 days annual leave
• Flexible Benefits
• Birthday as an additional day off
• Opportunity to purchase additional holidays.
• Enhanced family friendly policies
• Cycle to work scheme.

Qualifications

• Graduate level advantageous
• Working towards or achieved Diploma in Regulated Financial Planning (Level 4) desirable

Equal Opportuntities

Fairstone is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.