My client is chartered financial planning business that has been providing financial planning and investment advice since the mid 90s.They are currently looking for an experienced Paraplanner to join their team in Wilmslow. The successful candidate will support the financial planners whilst having day to day responsibility for a book of clients and will be expected to proactively manage and build relationships with their client, as well as providing support and planning for key areas of the planning process including:

Tax planning: ISA and pension contributions, CGT planning and tax wrapper selection
Estate planning: inheritance tax mitigation and trust planning
Intergenerational planning: facilitating the smooth transfer of clients wealth
Ongoing portfolio reviews: review portfolios to assess tax position and analyse portfolio returns

To achieve this, our Paraplanners will:

Carry out research and analyse products and services that are appropriate to each clients financial circumstances then discussing appropriate solutions with the Financial Planner
Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings
Attend client meetings alongside the Financial Planner and create meeting minutes which accurately reflect the information gathered in order to fully document a clients financial needs and objectives
Work alongside the Financial Planner following meetings to discuss the clients circumstances and be involved in creating and implementing a financial strategy to meet the clients financial objectives and circumstances
Complete quarterly reviews of clients' portfolios to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
Effectively use research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus and 7IM

QualificationsIn an ideal world you would have achieved:

Chartered Insurance Institute (CII) Level 4 Diploma in Regulated Financial Planning
Or an equivalent qualification

Benefits

Up to 5% matched pension scheme
33 days holiday (plus bank holidays)
Hybrid working
3 paid charity days per year
Private medical (after 2 years)
Profit share
Life assurance
Enhanced sick pay
Enhanced maternity/paternity pay
Paid study/exam leave plus we cover the cost of qualifications and subscriptions
Free breakfast
Free parking
Financial support for counselling
Perkbox
Subscription to Calm App

For more information please contact Graeme Hyland on .

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