The Role

Fairstone is recruiting for a paraplanner to begin working from our Saffron Walden office in East of England.

Responsibilities

The ideal person

Qualifications

 

Preparing and maintaining the client file: 

Generally, the financial planner should collect the qualitative and quantitative information as part of the Fact Find process. The paraplanner may attend client meetings.

Specific activities include:

  • Check all compliance paperwork is present
  • Confirm client risk profile is determined
  • Discuss client objectives with planner
  • Identify and obtain the information necessary to compile financial cashflow forecast
  • Compile draft net worth statement – income and expenditure statements and financial cashflow forecast and discuss with planner

 

Preparing recommendations: 

  • Identify areas for planning along with the financial planner
  • Undertake research both independently and with the financial planner to identify suitable solutions to meet the clients needs
  • Prepare information/comparisons for analysis by planner
  • Liaise with client’s legal and tax advisers (if applicable)
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile
  • Prepare draft recommendation reports to be discussed/signed off by planner

 

Implementing recommendations:

  • Prepare suitability letters in accordance with the agreed recommendations
  • Complete application / proposals forms along with administrator
  • Ensure all compliance paperwork is in order
  • Make changes to clients’ investments as instructed
  • Implement the chosen investment strategies

 

Review:

  • Act as a point of contact and deal effectively with queries from clients and other parties through effective communication
  • Establish and build strong relationships with clients and attend client meetings with planner if required
  • Organise future planning meetings with client
  • Review investment portfolio, asset allocation, risk profile etc
  • Send planning figures to client for update and revision in preparation for next meeting
  • Initiate review meetings with clients

 

Essential

  • Understanding of the financial planning process
  • Able to work within defined business processes
  • Ability to achieve agreed outcomes without supervision
  • Prioritise and plan own workload
  • Detailed and accurate
  • Articulate
  • Excellent inter‐personal skills, both written and verbal
  • Ability to multi‐task and prioritise effectively
  • Good IT skills
  • Good report writing skills
  • Ability to work independently and in a team

 

Desirable

  • Broad knowledge of financial services world
  • High level of technical knowledge

 

Essential

  •  CII Diploma or higher

 

Desirable

  • Trusts (J02)
  • Taxation (J01
  • Investments (IMC)
  • Other technical areas (Pensions, Long‐term Care)

Apply direct to our recruitment team

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