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Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further Paraplanner.
This is an amazing opportunity to join a truly dynamic team.
Role and Responsibilities
- Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients.
- To provide research support and solutions to the Financial Planning team.
- Preparation of compliant advice reports, letters, and recommendations.
- Liaising with the Financial Planner and Investment Team to provide recommendations and solutions.
- Ensure all recommendations meet with company standards.
- Complete calculations such as carry forward, Inheritance Tax, CGT etc.
- Responsible for timely preparation of content & identify planning requirements for annual PSA review meetings.
- Attendance at client meetings with the adviser - completing the detailed meeting file note.
- Preparation and presentation to clients of cash flow models using Voyant software.
- Assisting with the preparation / review of compliance documentation.
- Attend weekly task meetings with advisers to provide updates on ongoing cases.
- Bi-weekly Team meetings to review and agree priorities and workloads.
- Peer review and assisting with training of trainee team members.
- Completion of own CPD within an agreed Training & Competence programme.
- Improvement of own knowledge and skills on a continual basis via professional qualifications.
- Assisting the financial planning administrator as needed and in consideration of a risk-based approach (ie: more complex cases will need more experienced intervention). This will involve various tasks such as:
o Liaising directly with clients and product providers.
o Seeing new business through to completion.
o LOA research and resulting reporting.
o Dealing with client queries and post meeting tasks
o Ensuring the financial planning administrator has all the information needed to prepare new business and reporting documentation ahead of meetings.
Desired Skills and Experience
- Minimum 5 years working experience in a similar paraplanning role.
- Have a "Can-do" attitude.
- Salary up to £50,000 this however is negotiable dependent on experience.
- Minimum Level 4 qualification
- Prior experience working as a paraplanner for HNW private clients.
- Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint.
- A strong working knowledge of Voyant (cash flow modelling tool).
- The ability to manage own time and work to deadlines.
- Hybrid working, two from home
