My client a fantastic IFA Firm is actively looking to recruit a Senior PARAPLANNER to join their hugely successful business. The client may 2 PART REMOTE DAYS in terms of SKILLED PARAPLANNERS HUGELY SKILLED Report Writer in SENIOR PARAPLANNING.
The position will be suitable to someone who has a minimum of 3 years background in Paraplanning, ideally at CHARTERED level or definitely working ideally CHARTERED LEVEL AND MINIMUM Diploma Level 4 Qualified and is a full time position with part remote/home working available. It is essential that candidates demonstrate a strong background within a similar environment as a PARAPLANNER as well as having an outgoing and aspirational personality.
To be successful in this Paraplanning role, you will also need to be a good communicator and have a
working knowledge of the financial services industry across the full range of investments, pensions,
retirement solutions, trusts and both personal and business protection.
Your key responsibilities will be provision of high-quality technical support and a good standard of
literacy, written grammar and numeracy. Day to day duties will include fund and product research,
writing bespoke and compliant suitability reports, preparing client portfolio review analysis, reviewing
letters, overseeing the implementation of investments, cash flow modelling, attendance at client
meetings and liaising with team Administrators to ensure general client administration is kept up to
date.
You will be computer literate with the ability to use Microsoft Office including Excel and Word with a
good knowledge of analytical tools and numerical aptitude.
- Receiving instructions during debriefings from advisers following client meetings.• Interpreting data obtained by advisers during client meetings.• Analysing data and using research tools to provide solutions to meet client needsand objectives.• Providing records to support research undertaken.• Consolidation of client needs and objectives, recommendations and course of action in awritten format via a suitability letter, client specific illustration and key features document.• Carrying out all tasks in a manner consistent with compliance procedures.• Preparation of existing client files ready for reviews.• Ensuring all client files are compliant on an ongoing basis• All business related administrative duties
- A Company pension scheme (currently with 5% Employer contribution),• 4 x Death in Service Life Cover• Employee Lifestyle Benefit scheme• Salary sacrifice Electric Car Scheme• A Health Cash Plan provided by Westfield Health. This is a P11d benefit.• Entitled to join our group PMI scheme with Vitality at a discounted rate• 25 days holiday per annum plus Bank Holiday
This is a fantastic opportunity for the right candidate to progress their career in a well-respected
company that offers fantastic additional benefits. So, if you think you have the necessary experience
for this Senior Paraplanner role please apply now.