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We are currently recruiting for a Financial Planning practice in Gerrards Cross who are looking to recruit a Technical Specialst/Paraplanner. The office is based in Gerrards Cross and would require you to be in the office 1/2 days a month.
They are a bespoke life and financial planning firm dedicated to helping clients build and preserve their wealth with precision and care. They specialise in delivering personalised solutions that align with clients' unique life and financial goals.
About the role
The Technical Specialist will play a key role in supporting our Financial Planners in delivering top-tier financial planning and advice to the clients.
The role involves both technical research and direct involvement in client meetings.
The successful candidate must have a minimum of 3 years’ experience working in an IFA/Wealth Management environment and be at least Diploma qualified (DipPFS or equivalent)
Key Responsibilities
- Attend client meetings alongside Financial Planners to provide technical support.
- Assist in preparing for client meetings, including:
- Gathering and compiling financial analysis data.
- Analysing client data and preparing cashflow models.
- Researching financial products to support recommendations.
- Preparing financial planning recommendations and suitability reports.
- Provide comprehensive support for Financial Planners.
- Ensure adherence to all regulatory and compliance standards.
- Liaise with product providers and other relevant third parties.
- Manage and follow through on client requirements to ensure successful outcomes.
- Oversee and monitor client annual reviews on behalf of Financial Planners.
- Assist with client presentations and other activities as required.
- Manage individual workflow and task delivery effectively.
- Support the Client Services Manager with annual technical reviews of services and products.
- Be a member of our internal Investment Committee
Requirements
- Diploma qualified (e.g., DipPFS or equivalent).
- Minimum of 3 years’ experience working in an IFA/Wealth Management environment.
- Strong knowledge of financial planning products and services.
- Experience working with DFMs.
- Excellent analytical and research skills.
- Strong written and verbal communication skills.
- Ability to work independently and collaboratively within a team.
- High attention to detail and organisational skills.
- Proficiency in financial planning software such as Voyant, Genovo, FinaMetrica and
- Microsoft Office Suite.
Benefits
- Annual Bonus: Personal & Company performance-based
- Private Medical Insurance
- Life Assurance
- Pension contributions
- Shared Parental Leave
- Remote Working
- Fully funded training towards professional/role focussed qualifications
- Holiday Entitlement: 28 days, including 3 days over Christmas/New Year
- Wellness Days: 12 additional free days (last Friday of every month off)
- Regular Team Incentives
- Personal & Professional Development Days
- Regular Team Social Events
