Brooks Macdonald are looking for a Paraplanner to join our Paraplanning team in Nuneaton.

Within this role, you will provide technical support to financial consultants and administration staff. You will also create and compile investment reports for new and existing clients and undertake research.

Role Responsibilities:

• Check all compliance paperwork is present and in order
• Check Factfind has been fully completed
• Confirm client risk profile is determined
• Discuss client objectives with Adviser
• Ensure file is clear and the advice meets the client objectives/risk appetite
• Ensure advice is within product panel and investment committee parameters
• Ensure financial cashflow forecast parameters and information input is correct
• Grade the overall file
• Identify areas for planning
• Undertake research both independently and with the Adviser to identify suitable solutions to meet the client’s needs
• Prepare information/comparisons for analysis by the Adviser e.g. on FE and charges
• 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
• Complete cashflow modelling to be discussed/signed off by Adviser
• Prepare suitability letters in accordance with the agreed recommendations
• Complete/help admin with application/proposal forms where necessary
• Complete transfer checklists from information provided following LOAs
• Report to/ support Paraplanning Manager
• Assist with company projects where necessary
• Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules

Experience Required:

• Qualified to a minimum of Diploma level in Regulated Financial Planning, and either Chartered or working towards being Chartered
• Demonstrable experience of writing Suitability Reports
• Demonstrable technical paraplanning knowledge and ability to calculate complex financial calculations
• Working knowledge of Intelligent Office along with IO Planning and FE Analytics advantageous
• Ability to achieve agreed outcomes without supervision

About Brooks Macdonald

Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.

We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.

Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:

• we do the right thing
• we are connected
• we care
• we make a difference

We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.

We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.

We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.