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We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability report. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:
- Analyse client information and existing investments/policies
- Tax calculations
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Write suitability reports for cases of varying complexity
- Run cashflow models for clients
- Be a point of contact for technical queries for advisers
- Communicating with clients on research and report time scales
- Attend client meetings where required
- Helping to train other members of the team
- Potentially getting involved in some project work to further improve our systems and processes
- Leading Pod meetings
- Undertake peer reviews for the paraplanning team
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.
They will:
- Demonstrate a strong technical knowledge and understanding of all financial products
- Be level 4 diploma qualified as a minimum and ideally working towards Chartered status
- Have a minimum of 3 years’ experience within a paraplanning role
- Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
- Have a good attention to detail
- Be a good team player
- Excellent communication skills, both verbally and in writing
- Be comfortable with working in a fast-paced environment
- Be organised and able to manage a busy workload
This is an excellent opportunity to work for a highy regarded employer who offer an excellent salary and benefits package. In addition, the role offers hybrid working with a typical week being 2 days in the office
