We are currently recruiting for a Financial Planning practice near Cambridge who are looking to recruit a Paraplanner.

You would be required to have a minimum of 2 years' experience of working in financial services. You will support the Chartered Financial Planners dealing with high net worth clients proving holistic financial planning including areas such as Pensions, Investments, Protection and non-mainstream investments.

Main Duties:

Understanding / Analysis / Recommendation

Collect and collate information and data about (and from) the client in accordance with the principles of 'know your client’ and the firm’s policies
Ensure that all compliance documentation is present and correct
Collaborate with Chartered Financial Planner in connection with developing a comprehensive financial plan and strategy to meet the client needs and objectives
Undertake comparative research including completing calculations (i.e. income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension Annual Allowance, Carry Forward,
Chargeable Gains, Cashflow modelling)
Prepare suitability report and recommendations
Draft documentation as necessary i.e. application forms
Case management and oversight of new business from issue of suitability report to conclusion (new business process completed and monies (where relevant correctly invested)

Ongoing Service

Be the regular point of contact to deal with day-to-day enquiries from clients
Work with Chartered Financial Planners to manage diaries and client review meeting dates
Ensure meeting review documentation is present and correct
Attend client meetings as required and take notes which will be written up and sent to clients for approval
Maintain cashflow
Communicate as necessary with client’s other professional advisers (Accountant/Solicitor)
Review draft client valuation documents for accuracy and presentation
Record client and provider communications to the relevant part of the back-office system
Maintain and develop templates/guides used by the Financial Planning Team

General Responsibilities

Responsible for making sure the back-office system (CURO) is always up to date i.e. client reviews, New Business report
Attend networking and professional connection event to help to support business development opportunities
Maintain all standards of performance as required by the firm
Attend appropriate seminars / workshops on behalf of firm and report back
Support the firm’s client centric culture
Recognise the team ethic and be flexible in providing support to other disciplines within the firm
Be willing to take on and be responsible for project work.
Be respectful to colleagues and embrace diversity and inclusion
Any other tasks as required by the Directors.
Comply with the relevant Conduct Rules, as per the Senior Managers & Certification Regime
Adhere to the Company handbook at all times

It is essential that you have the following skills:

Ability to work using your own initiative
Problem-solving and decision-making abilities
Excellent verbal and written communication skills
Attention to detail
Confident dealing with people at all levels
Planning and organisation skills
Knowledge of cashflow modelling
Proficient in MS Office systems i.e. Word, Excel, Outlook

It would be desirable for you to have knowledge of Voyant Cashflow modelling, CURO back-office system and AJ Bell Custody solutions (Figaro).

You would be required to have a minimum of 2 years' experience of working in financial services and:

Experience of working in a busy and dynamic office environment
Experiencing of managing a busy and varied workload
Experience in working to deadlines with changing priorities

You should be self-motivated and pro-active, have the ability to cope under pressure and the ability and willingness to maintain a professional standard. You should possess a positive can-do work ethic.

You will have achieved CII Level 4 or equivalent and:

Develop professional qualifications in line with requirements of the role specifically and the firm's needs more generally
Willingness to achieve and maintain a level of competence as required by the business
Complete all training prescribed by the firm within the timescales given
Ensure relevant CPD is maintained and recorded accurately
Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA)