Our client based in Northampton are seeking an experienced Senior Paraplanner to work closely with the financial planning and support teams to develop comprehensive financial plans for their clients.
Responsibilities:
- Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
- Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
- Prepare cash flow reports and presentations for client meetings.
- Research and stay up to date on industry trends, products, and regulations.
- Collaborate with financial advisors to implement and execute client strategies.
- Maintain accurate and detailed records of client information and communications.
- Support protection recommendations, provide research, liaise with providers, manage underwriting expectations, and support the client journey through application.
- Assist in the preparation of recommendations and complex calculations.
Essential Requirements:
- Level 4 Diploma qualified.
- Minimum of 3 years of experience in an IFA firm.
- A detailed understanding of pensions, investments, protection, and tax planning.
- Strong analytical and problem-solving skills.
- Excellent attention to detail and organizational abilities.
- Proficiency in financial planning software and Microsoft Office Suite.
- Ability to work independently and as part of a team.
- Excellent communication and interpersonal skills.
- Highly skilled and detail oriented.
Desirable Requirements:
- Cert (PFS) Paraplanning qualification.
- Efficiency and experience using Intelliflo planning and intelligent office.
- Experience using the Novia/Wealth time and James Hay/Nucleus platform.