An Award-winning Chartered Financial Planning firm are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to HNW clients and is part of a UK wide financial planning Group that is continuing to grow.
This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support. You will be the Paraplanning support for 1-2 Advisers and working with one Administrator across HNW and UHNW clients.
1. Conducting extensive research and providing Advisers with technical assessments and reports
2. Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
3. Produce technical and compliant suitability letters.
4. Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
5. Manage complex cases and find solutions to technical problems
6. Prepare lifetime cashflow models, reviewing clients’ goals and potential outcomes.
7. Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
8. Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
9. Tran...