Role and responsibilities
We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone 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 colleagues and advisers
- Communicating with clients on research and report timescales
- 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 team
Essential 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
This is an excellent opportunity to join and award winning independent financial planning firm who believe in career development for all staff and the opportunity to grow and your career. They also offer hybrid working with only 2 days required in the office weekly.