Qualified Paraplanner

Our client is a very well-established firm of Financial Planners based In a beautiful, rural location of Wolverhampton. An exciting opportunity is now available for a Qualified Paraplanner to join their team. The Qualified paraplanner will provide paraplanning support to the practice to ensure that cleints receive the best technical service regarding financial strategies, plans and products.

Key Responsibilities:

• Provide high level technical paraplanning support to the Practice;
• Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client’s needs and expectations;
• Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
• Communicating with clients and other relevant parties to ensure the case is followed through;
• Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile;
• Compiling, clear and comprehensive reports, with recommendations that are within compliance standards;
• You will be the go-to individual for advice on technical queries and your duties will focus on supporting the full Client journey
• Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
• Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis
• Assisting in the preparation of tax calculations where necessary;
• Preparing for and assisting with Client review meetings when required;
• Work within and stay up to date with template changes and advice notes.

Skills and Experience:

• Previous paraplanning experience within an IFA or Wealth Management environment
• Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience)
• Chartered Financial Planner status (or working towards);
• Familiar with all major research systems (e.g. Analytics, Voyant etc.)
• Experience of the Pension Transfer market;
• Experience of the administration of IHT and/or Investment products
• Demonstrates up to date knowledge of relevant regulation and legislationAble to transpose information accurately
• Strong numeracy skills
• Comfortable using templated Suitability Letters
• Confident in dealing with third parties and can work with total discretion;
• Highly organised with excellent communication skills
• Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
• Exceptional attention to detais
• Manages time effectively with the ability to multi-task
• Keeps calm when faced with conflicting demands and handles these effectively
• Demonstrates a positive attitude at all times
• Works well on own tasks as well as on shared goals as part of a team
• Enthusiasm to help clients.

Required Competencies:

• Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks in spite of distractions and interruptions.
• Team Work: Promotes cooperation and commitment within a team to achieve goals and deliverables.
• Embracing Change: Responds positively to change, embracing and using new practices or values to accomplish goals and solve problems.
• Developing Self and Others: Demonstrates an ongoing commitment to learning and self-improvement.
• Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand.
• Planning and Organising: Manages own time, priorities, and resources to achieve goals.
• Client Care: Builds and maintains a first-class experience for the client through the products and services offered by the business

If this role seems like something you are interested in then apply online or for further information speak to one of our specialist consultants quoting reference NJR15080

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