UK Paraplanner Full-Time

Befree Business Resourcing LLP

Posted By : Befree Business Resourcing LLP

Bengaluru, Karnataka (10)Gandhinagar, Gujarat (40)

The Role of the Paraplanner
A. Preparing and maintaining the client file
B. Preparing recommendations
C. Implementing recommendations
D. Review

A. Preparing and maintaining the client file :
GenerallytheFinancialPlannershouldcollectthequalitativeinformation(clientattitudes,life
goalsetc)leavingtheparaplannertocollectallthequantitativedetailedinformationrequiredto
compile a financial plan. 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 cash flow forecast
• Compile draft net worth statement; income and expenditure statements and financial
cash flowforecast and discuss with planner.

B. Preparing recommendations:
Identify areas for planning
• Undertake research both independently and with the Financial Planner to identify suitable
solutions to meet the client’s 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.

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

D. Review
Actasmainpointofcontactanddealeffectivelywithqueriesfromclientsandotherparties
through effective communication
• Establish and build strongrelationships with clientsand attend clientmeetingswith
planner if required
• Organise future planning meetings with client
• Review investment portfolio, asset allocation, risk profile etc
• Send planning figures toclient forupdateand revisionin preparationfor nextmeeting
•Initiate review meetings with clients.

  • Active Learning
  • Active Listening
  • Administration and Management
  • Category Flexibility
  • Complex Problem Solving
  • Computers and Electronics
  • Critical Thinking
  • Customer and Personal Service
  • Deductive Reasoning
  • Economics and Accounting
  • Education and Training
  • English Language
  • Fluency of Ideas
  • Inductive Reasoning
  • Information Ordering
  • Judgment and Decision Making
  • Law and Government
  • Management of Financial Resources
  • Mathematical Reasoning
  • Mathematics
  • Monitoring
  • Near Vision
  • Number Facility
  • Oral Comprehension
  • Oral Expression
  • Persuasion
  • Problem Sensitivity
  • Psychology
  • Reading Comprehension
  • Sales and Marketing
  • Service Orientation
  • Social Perceptiveness
  • Speaking
  • Speech Clarity
  • Speech Recognition
  • Systems Analysis
  • Systems Evaluation
  • Time Management
  • Writing
  • Written Comprehension
  • Written Expression

Bachelor of Commerce (B.Com) - Accounting & Finance

Master of Business Administration (MBA) - Fintech

Master of Business Administration (MBA) - International Finance

Key skills/Experience Required
• Understanding of the Financial Planning process
• Experience 0 to 2 years and above
• Master’s & Bachelor’s degree in business Finance, M.Com, CFP or a related
field
• Ability to achieve agreed outcomes without supervision
• Priorities and plan own workload
• Detailed and accurate
• Articulate
• Excellent inter‐personal skills, both written and verbal
• Ability to multi‐task and prioritize effectively
• Good IT skills
• Good report writing skills

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

Journey

  • Insurance
  • Food Facility ( Lunch )