Reference: AL1066

Salary to £40,000 depending on experience + benefits

My client is a prestigious and award winning Wealth Management organisation and due to continued growth, they now have a fabulous new opportunity for an experienced Paraplanner to join their team.  The purpose of the role is to support and work closely with the Advisers in the submission of new business and replacement business.  You will have the opportunity to work independently and also within a team.

The Role of the Paraplanner    

  • Fully analyse clients requirements, develop cash flow models and accurately record client data
  • Research and analyse financial products to meet Client requirements and objectives
  • Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports
  • Prepare suitability letters and reports (liaising with administrators)
  • Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models
  • Act as a point of contact for clients and deal with routine issues and queries
  • Work within and stay up to date with template changes and advice notes
  • Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
  • Build a rapport with the various administration centres to ensure speedy and helpful responses to client queries and resolving any administration issues

Paraplanner knowledge and experience, skills and behaviours

  • Previous paraplanning experience within an IFA or Wealth Management environment
  • Familiar with all major research systems
  • Experience of the Pension Transfer market. Whilst a knowledge of Final Salary Pension Transfer market would be desirable, it is not essential
  • Experience of the administration of IHT and/or Investment products
  • Demonstrates up to date knowledge of relevant regulation and legislation
  • Able 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 detail
  • Manages time effectively with the ability to multi-task
  • Keeps calm when faced with conflicting demands and handles these effectively
  • Demonstrates a positive attitude
  • Works well on own tasks as well as on shared goals as part of a team

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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