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Paraplanner

We are an established Independent Financial Advisers (Iceni Financial Advisers) based in Drayton in Norwich.

We specialise in the management of pensions and investments, together with estate and tax planning, will writing and mortgages.

We are professional, qualified and experienced.

We are looking for an experienced Paraplanner to join our existing team, providing technical research services to our Financial Advisers, and ensuring the preparation of client advice is of the highest quality and delivered efficiently; while mitigating any risks to the business and assisting the business in achieving its goals.

This is an office-based role.



Responsibilities

Accurately prepare suitability reports and letters to target deadlines.

Ensure all client work is compliant and supported with relevant paperwork.

Undertake comparative research in preparation of client recommendations.

Complete technical research as part of the existing arrangement review process.

Understand client overall financial position from IFA fact finds.

Discuss client objectives with the relevant IFA, identifying and obtaining necessary client information to prepare the necessary suitability checks.

Ensure all client queries are appropriately investigated and accurate responses given.

Conduct annual reviews in line with Service Level Agreements (SLA's)



Specific Tasks

Reviewing client information

Analysing financial information from clients to understand their financial needs and goals.

Researching financial products

Identifying financial products in the market (savings, investments, pensions, mortgages etc.) and matching them with client needs.

Preparing suitability reports

Pulling together research and technical reports into a detailed suitability report for the Financial Adviser to review before it is forwarded to the client to suggest financial products for them.

Implementing recommendations

Facilitating the smooth processing of all agre