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We are currently recruiting for a Financial Planning practice in Stokenchurch who are looking to recruit a Paraplanner to join their team.
Key Purpose of the Role
The successful candidate will be responsible for providing strategic support to one of the Financial Advisers of the firm, responsible for over £30 million of funds under management.They will be expected to have a high level of independent responsibility, whilst being involved in a wide range of activities. This exposure allows the candidate to develop transferable skills as well as strengthening their industry knowledge.The core purpose of the role is to provide a technical service to an adviser in order to provide the client with a positive professional experience.
Tasks
- Preparing analysis on existing financial products.
- Formatting recommendation reports for clients.
- Formatting and sending letters / portfolio reviews to clients.
- Completing analysis and due diligence on existing client products.
- Sourcing and obtaining quotations of new products.
- Tax calculations.
- Ensuring all suitability reports are compliant.
- Communicating with clients via email and over the phone
Job Standards
- Diploma level 4 Qualification or equivalent.
- Good IT office skills including Word, Excel, Outlook, internet
- Have, or have the ability to acquire, a sound knowledge of financial planning
- Develop and maintain systems and procedures which improve the efficiency of client case preparation and submission
- Confidence and the ability to use initiative
- Good personal time management - Personal Assistant experience would be an advantage
- The ability to work as part of a team and to deal with colleagues, clients and providers at all levels outside our business
- A high level of analytical capability with a high level of commercial experience/judgement
- Provide a point of contact for clients and providers when the adviser is unavailable
