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Introduction
We are looking for a high calibre paraplanner to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Role and responsibilities
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability reports.
The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:- Analyse client information and existing investments/policies- Tax calculations- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers- Write suitability reports for cases of varying complexity- Run cashflow models for clients- Be a point of contact for technical queries for CS and advisers- Communicating with clients on research and report time scales- Attend client meetings where required- Helping to train other members of the team- Potentially getting involved in some project work to further improve our systems and processes- Leading Pod meetings- Undertake peer reviews for the paraplanning teamEssential attributes the successful candidate should possess
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.
They will:- Demonstrate a strong technical knowledge and understanding of all financial products- Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status- Have a minimum of 3 years’ experience within a paraplanning role- Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous- Have a good attention to detail- Be a good team player- Excellent communication skills, both verbally and in writing- Be comfortable with working in a fast-paced environment- Be organised and able to manage a busy workload
