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Our client is a chartered status Wealth Management Business that was established over 40 years ago. Their fundamental goal is to provide their clients with financial peace of mind.
The business aims to be a standout brand, prioritising client objectives, professional service, and community engagement, whilst creating an environment for employees to be successful, both personally and professionally.
They have a large client base and significant assets under management. They have an excellent reputation and have been rated in the top 10 IFAs in the UK on VouchedFor.
Package Details: The successful candidate will receive a salary of £35,000-£50,000 Per AnnumOther benefits include:
- Company pension
- On-site parking
- Bonus scheme
- Private medical insurance
- Hybrid working
- 25 days annual leave plus bank holidays
Purpose of the role:
The purpose of this role is to carry out the Paraplanning duties for clients and Advisors. This includes performing client research, report construction and client contact, ensuring the highest possible standard of client service, senior administrative duties, working closely with Financial Advisers to support the client advisory process, and playing a key role in the business.
Duties and Responsibilities:
Your duties will include but not be limited to:
- Provide vital paraplanning support to the team of wealth advisers
- Research products, financial planning solutions and investment strategies
- Prepare recommendation reports for client meetings
- Writing suitability reports/annual review reports
- Provide a high level of technical support
- Assist advisers with client management
- Provide advisers and clients with technical reports and information
- Ensure high worth investment transactions are carried out accurately
- Create and implement processes and procedures within the role
The Ideal Employee:
Relevant Skills/Experience
- Experienced with Cashcalc, X-Plan and FE Analytics is preferred but not essential
- Experience of the Pension Switch market
- Excellent IT skills and proficient in Microsoft Office
- Strong technical knowledge around pensions, investments and IHT planning
- Good communication skills
Experience required: 2 years Paraplanning experience.
Qualifications required: Must show some CII exam results or hold Level 4 qualified in Financial Planning certificate.
