Paraplanner

Harrogate, Yorkshire
Ellis Bates Group
Working in collaboration with Financial Planners and other colleagues, you will provide a research, analysis, technical and report writing service to enable good client outcomes. Key duties of the Paraplanner Review the client file to ensure understanding of the client’s personal and financial circumstances including their goals and investment risk profile. Identify gaps in the file documentation such as Know Your Client data, policy and plan information and work collaboratively with financial planners and other parties to obtain this. Analyse client’s existing arrangements to determine their ongoing financial planning to meeting clients goals and how they compare with the Ellis Bates Product panel, where relevant. Undertake research, producing quotes and illustrations on potential solutions to meet client goals. Undertake and review tax calculations.Be able to build, review and update cash flow models across all planning areas and provide constructive feedback to Financial Planners to support their development with the tool. Produce clear and concise financial planning reports and written communications in line with company policy to enable the client to make an informed decision. Ensure that all relevant systems are updated and that the file provides a full audit trail of the advice process. To manage own workload effectively and meet productivity KPIs whilst maintaining high quality. To continually develop product and technical knowledge across all areas; keeping up to date with any changes which may affect the advisory market. Desirable on the job experience Deal with complex planning areas and act as a subject matter expert. • Assist the Paraplanning Team Leader/Manager by providing training and technical support to trainee paraplanners, developing their knowledge, skills, competency and confidence in the role. Undertake internal checking of work, providing constructive feedback and coaching to support development within the team. Maintain and develop the templates and resources used by the team to embed a culture of continuous improvement, and support good client outcomes. Perform ad-hoc tasks and get involved with projects as needed to support the team and wider business. Education, qualifications and training To hold or be working towards the CII Level 4 Diploma/EB Academy Accreditation. Knowledge & Experience Pensions, Investments, Protection, Tax, Mortgage and Equity Release; Ellis Bates Product Panel. CPD – 35 Hours (21 structured) CII members. Minimum 20 (10 structured) non members. Attend compliance and regulatory based workshops, training sessions and Evolve modules as required. Competence in working with internal and external industry software such as SelectaPension, Voyant, The Exchange, Backoffice systems. Ability to use Microsoft Applications effectively to produce accurate and professional documents and communications: Word, Excel, Outlook. This role can be done as a hybrid role or a permament working from home solution. We have offices in Newcastle and Harrogate where you can work from as a base. What do you need to do next? If you like the sound of our opportunity, and think you may want to be part of our team and learn more about this role, please send your CV to Jo Nickell-Lean, HR Manager at Ellis Bates Group, Clarendon House, Victoria Avenue, Harrogate, HG1 2JD. Further information can be found on our website