SENIOR PARAPLANNER ROLE - BUCKINGHAMSHIRE MARLOW

MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SENIOR PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP. 

THE ROLE EXPECTATION PURPOST

To be the Senior Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser. 

In addition, YOUR QUALIFICTION must be: -

LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING   HOWEVER HIGHLY DESIRABLE:

• ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (or working towards).
• THE DEGREE in Financial Paraplanning
• BACHELORS'S DEGREE IN BUSINESS ECONOMICS
• ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING 
• MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE  

• Role Accountabilities

• Conducting EXTENSIVE RESERACH &  PROVIDING THE ADVISORS with technical assessments & REPORTS
• Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries.
• YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS.
• PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS
• MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS 
• PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES.
• PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING.
• LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS

  QUALIFICATION VERY MUCH REQUIRED

  Mandatory:       Level 4 – CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS!

  Highly Desirable:

• Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards).
• Degree in Financial Planning
• Bachelor’s degree in business/economics
• Pension Transfer Specialist (CII AF7)
• Minimum of 5 years’ experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM

FABULOUS BENEFITS!

• Office 3 Days. Home 2 Days
• Salary based on experience
• 25 days annual leave
• 4% Company Pension and 66% of Company NI on Salary exchange
• Death in Service (up to £200k)
• Cash Plan

GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED SENIOR PARAPLANNER LINKED TO THE GREAT COMPANY WHICH AS OUTLINED IS A CHARTERED FINANCIAL SERVICES COMPANY.