Paraplanner

Role description

We're looking for a dynamic individual to join our client support team. It’s a client-focused environment where every day brings new challenges and opportunities for growth.

You’ll be instrumental in delivering top-notch service, interacting with clients, and making a real impact on their financial journey.

If you're someone who thrives on challenges, values teamwork, and is eager to contribute to a growing business, we want to hear from you. Come and be a part of our dynamic team.

What you are going to do

A Client Support Manager is ultimately responsible for delivering the financial planning proposition alongside the Financial Planners and Client Support Administrators.

You’ll also need to understand and add value when it comes to our client’s needs - looking at continuous improvement and innovation.

Analysis - full analysis of client's requirements, development of cash flow models, and accurate recording of client data

Solutions - construction of financial planning solutions (investment, retirement, tax, and estate planning) supported by the production of computer models and reports

Recommendations - preparation of letters and reports (liaising with administrators), taking full responsibility for the client file and back office IT records throughout the advice process

Reviews - preparation of client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models

Relationship building - liaison with clients by telephone, letter, email, and attending meetings

Coordination - working with the administrative team to ensure application and provider forms are prepared as required, and clients are updated throughout the process

Partners - working with other professional advisers e.g. solicitors and accountants, to implement an agreed action plan

What we’re asking for

We want original, collaborative, and passionate people who are open to new ideas, eager to learn, and who love a challenge. Core skills that will be required include.

Business thinking - understanding our business strategy and goals

Building relationships - working together to create a collegiate culture

Communicating - Understanding, creating, and sharing information with individuals and groups

Decision making - using initiative and reasoning to choose a course of action

Developing yourself and others - commitment to ongoing self-development

Innovating and change - thinking creatively, generating new business ideas and approaches

Other requirements

You will be expected to have a minimum of 2 years of experience working with high net-worth UK resident private clients and delivering financial planning and investment management services.

You must demonstrate an understanding of the financial planning process, have excellent technical knowledge of personal finance and investment management issues, and possess a strong awareness of the regulatory framework and its application to an independent advisory firm, which is also essential. You should be qualified to Diploma level 4 and able to demonstrate practical application of technical knowledge and a history of continuous professional development.