Paraplanner

Fram Search

Posted 2 days ago, valid for 13 days

London, Greater London EC1R 0WX

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Level 4 working towards Level 6
Competitive Salary
Technical knowledge

Fram are working with an award-winning wealth management firm with offices in Southeast. As an independent wealth manager, it means they can offer objective advice, always acting in their clients' best interests. Their team are experts in financial services, and have built their Company on integrity and trust, ensuring that their clients receive the highest quality service possible. The role is for a Technical Paraplanner who will play a pivotal role in supporting their successful Financial planning team. The focus will be on leveraging your specialist technical knowledge to ensure that the teams deliver exceptional holistic financial planning services to their High-Net-Worth clients with complex planning needs.Some of the responsibilities:

Preparing for and attending client meetings
Note taking and follow up
Gathering and analysing comprehensive, detailed information from clients
Writing suitability letters
Preparing lifetime cashflow models, occasionally presenting in client meetings
Constructing financial plans to address client’s lifetime objectives
Carrying out regular reviews of clients’ financial plans, circumstances, and objectives
Assisting with complex technical problems and client solutions
Become the technical go to person for Paraplanning systems and software, leading training and maintaining expert-level knowledge.
Take ownership of key Paraplanning central reference materials, ensuring their maintenance, development, and effective communication to the teams.
Annual Review process
Pension switching & drawdown process.
Offer ad-hoc support to client teams, assisting with complex technical problems and client solutions, and actively participating in client meetings.

A likely candidate will be level 4 working towards Level 6. Have circa 3+ years of experience in the independent sector of the financial services industry, including direct contact with sophisticated HNW clients. Be proficient with adviser support tools and software like IO. Have experience in a central Paraplanning role, delivering support and training to client-facing teams is desirable. Excellent technical knowledge of asset allocation, investments, life and pensions products, tax, trusts, and pensions transfers.

Paraplanner

Financial Planner

Financial Planner

CFP Qualified Financial Planner