Paraplanner

On the lookout for the right people to join our team

We are currently looking for a Paraplanner to join our Paraplanning team. This team is accountable for delivering a high level of professionalism to provide paraplanning service excellence to Financial Consultants within Cooper Associates Wealth Management. The correct client outcomes are the fundamental driver of the Paraplanning team and we strive to deliver an ‘only client’ experience, whilst meeting expectations and providing support to our Financial Consultants.

Key Objectives:

  • Loading new cases on the system
  • Writing off to the providers and collating the required ceding scheme information
  • Tracking the progress of cases and keeping Advisers up to date
  • Carrying out various CYC tests, Inheritance Tax calculations, ESS tests, TFC calculations and GAR/GMP tests
  • Writing fully compliant suitability letters
  • The submission of all cases to Business Assurance
  • Assisting BA with any remedial work
  • Closing off the case with the required Approval MemoAssist and support the team, your colleagues and the Company as required

You will need to demonstrate:

  • A high degree of personal motivation, organisational skills and the ability to manage your own workload
  • A willingness to undertake exams to further your personal knowledge within the Financial Services industry
  • An excellent understanding of the wealth management industry, to include standard business processes
  • Flexibility and approachability under pressure
  • You must be proactive, tenacious and show initiative at all times
  • The ability to communicate confidently, clearly and effectively at all levels
  • The ability to work closely with members of the team and management team
  • A proactive learning mindset with the ability to deliver and receive feedback to implement corrective advice, ensuring achievement of key objectives and service delivery to clients
  • A high level of professionalism to deliver client service excellence
  • The ability to build excellent relationships with all colleagues through role model behaviour in line with the Company culture and strategic objectives

You will be competent at:

  • Planning and organisation
  • Self-motivation
  • Flexibility and adaptability
  • Industry and market knowledge and the ability to deliver training to colleagues
  • Exceptional client service

You will need the following knowledge and skills:

  • Familiarity with the Cooper Associates Wealth Management IT systems
  • Familiarity and an understanding of the relevant statutory compliance issues affecting the company including the FCA, GDPR and the Health and Safety at Work Act
  • Personable, presentable and punctual
  • 2 years’ client service experience within the Financial Services industry in a similar environment
  • A comprehensive knowledge of industry products and processes to enable you to deal and assist with complex cases
  • Excellent communication skills

Qualifications:

  • Working towards CII qualifications.

Should you wish to apply for this role please email ros.k@cooperassociatesltd.com