Paraplanner

Job Title:

Paraplanner            

About Kalon Financial:

Kalon Financial offers expert advice on a wide range of financial protection areas, Retirement Planning | Saving & Investments | Mortgages | Protection and Business financial protection, together with General Insurance.

Their mantra is ‘enriching lives and futures’ stemming from their ethos of keeping their client’s financial wellbeing at the heart of everything they do.

Above all, they know that the relationships they build with their clients today are what sets them apart tomorrow.

There’s no better time to join Kalon. Their relentless focus on their customers and quality means they are there for the long term.

 Package Details:

The successful candidate will receive a Salary of £40,000 - £50,000 Per Annum

Other benefits include:

• 28 days holidays including bank holidays.
• Bonus Scheme
• Pension scheme
• Critical Illness cover
• Life Assurance cover
• Flexible/hybrid working arrangements

Purpose of the role:

The purpose of this role is to act as a Paraplanner within the business. This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Advisers and IFA Administrators, to support the client advisory process, playing a key role in the business.

Duties and Responsibilities:

Your duties will include but not be limited to:

Your duties and responsibilities will include (but not be limited to):

• Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
• Compile suitability reports
• Undertake necessary research and analysis including fund analysis, product comparison, product analysis, fund research, charges analysis.
• Pre-populate client application forms.
• Record monitor and report on progress.
• Instruct the IFA Administrator to proceed with preparation packs for clients.
• Ensure that potential service delivery failures are brought to attention.
• Deliver an efficient and valuable service by operating in a timely fashion and offering constructive ideas and feedback.
• Check files are fully compliant.
• To build a strong working relationship with the Advisers in order to provide exceptional support in the delivery of their business strategy.
• To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
• To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
• Liaising with Directors on a regular basis, to be agreed, to update, maintain and review work in progress and task lists.
• Compile meeting preparation packs and attend meetings when required.

Skills

• 2-3 years paraplanning
• Level 4 Diploma in Financial Planning – DipPFS or equivalent.
• You will have a working knowledge of core financial products including pensions, ISAs, Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection.
• To be aware of all relevant FCA regulations and guidelines relating to financial services including MiFID II, GDPR & PRIIPS.
• To be efficient, diligent, and disciplined in all tasks undertaken.
• Must be a great team player and be able to work collaboratively and effectively with colleagues.
• The ideal candidate will have knowledge and proficiency in investment research tools and analysis.
• Would be an advantage to have experience of cash-flow planning tools.
• Excellent organisation, communication, and numeracy skills both written and oral.
• The ability to work accurately under pressure of tight deadlines. 
• The ability to prioritise tasks and remain calm under pressure. 
• The ability to work from your own initiative.
• Excellent accuracy and attention to detail.
• To have a forward-looking, can do attitude when dealing with client instructions.
• You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines.