This is an excellent opportunity to join a well established and independent financial planning firm. Clients are advised on pensions, estate planning, care funding and wealth management, as well as business protection, employee benefits and workplace financial education.
This is a hybrid role, you will be based in the Bury office two days per week and support a specialist team that provides both technical research and written analysis for the PI and Court of Protection Financial Advisers.
Job Purpose:
The key purpose of the role is to prepare written advice and provide technical research services to the Personal Injury and Court of Protection (PI&COP) Advisers in order to assist them in the delivery of advice and ongoing services to prospective, new and existing clients.
The role holder will be responsible for researching, analysing and compiling investment reports for new and existing clients and annual review reports to the highest standards.
Key Accountabilities:
To complete all client reviews and investment reports in line within the agreed service standards.
To complete new business proposals in a timely fashion and to the high standards required.
Use the client's internal research and advice tools undertake research and analysis on a client’s financial planning arrangements, both existing and recommended.
To prepare Personal Injury Trust reports and Trust review reports within the desired timescales.
To undertake investment portfolio analysis which includes areas such as drawdown analysis and verifying periodical payments have been calculated correctly by the Defendants.
To answer queries from both clients and solicitors, responding within a reasonable timeframe.
Knowledge, Skills & Experience
Educated to degree level or equivalent
Full Level 4 Diploma, qualified
An understanding of the legal areas and litigation process in PI&COP matters would be an advantage but not essential
A minimum of two years’ experience as a paraplanner
Experience of working with vulnerable adults would be an advantage
Experience of working within a high pressure, professional environment
To demonstrate a good understanding of the Financial Services Industry, products and services
The ability to demonstrate empathy and compassion when dealing with vulnerable clients
Good interpersonal skills
Good personal organisational and administrative planning skills
Highly numerate
Excellent attention to detail
Proven ability to work on own initiative
The ability to work well within a team environment and build effective working relationships both internally and externally
Paraplanner, Bury (BW-1670)
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