Senior Paraplanner

Reference: AL1135
Category:

Senior Paraplanner

Derbyshire (our Ref AL1135) – part home working available

Salary c£45,000 + excellent benefits – part remote available

(Salary dep on experience & qualifications)

 

Due to continued growth, an exciting new opportunity has arisen for an experienced Paraplanner to join a dynamic and award-winning Wealth Management team, based in Derbyshire, although part home working is available.

 

The Person

  • Loves the technical aspect of financial planning
  • Enjoys client contact and presenting to clients
  • Has an excellent aptitude towards project management
  • Displays a high level of attention to detail
  • Can break down complex problems into simple solutions
  • Holds either the Chartered or Certified Financial Planner qualification

 

The Role

  • Completes an accurate and comprehensive analysis of clients’ financial position
  • Constructs the advice underpinning each financial plan ‘project’
  • Responsible for the quality, accuracy and compliance of reports and advice to Relationship Managers
  • Manages an existing portfolio of clients and provides a high level of support to Relationship Managers
  • Presents cashflow modelling to clients at planning and progress meetings
  • Timely follow up of all post meeting actions
  • Runs case conference meetings with the Relationship Manager and involving the Tax partner where relevant
  • Carry out a comprehensive GAP analysis on clients’ existing situation
  • Finalises financial plan presentations
  • Attend discovery, planning and annual progress meetings to provide the Relationship Manager with support
  • Creating technically accurate advice reports and letters
  • Correctly carry out complex calculations e.g., inheritance tax, carry forward and tapered pension contributions, capital gains

 

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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