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An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service. All Advisers are CII Chartered or will be in the next 18 months.The company is now part of one of the fastest growing and largest national Independent Financial Advice companies.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company they offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment.
This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support.
To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients.
This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment.
Role Purpose
To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up toHNW and UHNW. Overtime, this may consolidate to one adviser as the client base grows organically and via acquisition.
Role Accountabilities
- Conducting extensive research and providing Advisers with technical assessments and reports.
- Conducting in depth meeting preparation work, attending client meetings (where appropriate) , and producing follow up reports & analysis, answering any specific client queries.
- Produce technical and compliant suitability letters.
- Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
- Manage complex cases and find solutions to technical problems
- Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
- Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
- Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
- Act as a mentor for more junior members of the team. Help implement the company philosophy of driving up team knowledge and ability.
- Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
- Help highlight operational areas of improvement and assist with any changes made.
- Take an analytical approach to making client recommendations and use good data skills to support these.
- Translate complex information into easy-to-understand client correspondence
- Obtaining a selection of product quotes including personalised illustrations / key features documents /product literature / fund factsheets
- General administrative support in terms of liaising with providers and keeping accurate client records
- Ongoing review of existing portfolios and review client cash holdings on platforms
- Ensure all work meets all compliance, high ethical standards and reflects the company values
- Contribute to the team’s work enjoyment, growth, and success
Personal Competencies
- ï‚· Ownership, Initiative & Delivery - a "can do" attitude
- ï‚· Analytical and problem-solving approach
- ï‚· Building Relationships
- ï‚· Strong team worker
- ï‚· Excellent communicator
- ï‚· High Ethical Standards
- ï‚· Professionalism in appearance and manner
- ï‚· Ability to prioritise work to meet deadlines
- ï‚· High attention to detail, grammar and accuracy
QualificationsMandatory: Level 4 - CII Diploma of Financial Planning or equivalentHighly Desirable: Advanced qualifications: CII Level 6 or Chartered Financial Planner (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 role.
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) CashPlan
