Job Description
Role Summary
An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based in Knaphill on the outskirts of Woking. Working within the existing Paraplanning team, this is a varied and dynamic role with exposure to HNW and complex financial planning cases. You will have an excellent track record as a Paraplanner working with a similar Independent Financial Adviser or Wealth Management business, using your technical expertise in all aspects of financial planning. Must have a professional attitude with meticulous attention to detail and a solutions focused mindset. The successful candidate will play a pivotal role in providing comprehensive support to a Financial Adviser.
Responsibilities
* Analyse client information from Fact Finds, existing records and meeting notes
* Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
* Support advisers ahead of client meetings/reviews and analyse client's existing portfolios
* Research products and services to make suitable recommendations
* Prepare suitability reports with appropriate disclosures and illustrations, including but not exclusively; new investments, transfers, drawdown, IHT and protection business
* Attend client meetings with financial advisers when required
* Work closely with all members of the team to ensure timely business processing and submission
* Keep up to date with applicable legislation, best practice and ensure Compliance aligns with regulatory standards
* Maintain relationships with product and service providers
* Active involvement within the in-house Investment Committee
Requirements
* Must have at least 2 years’ experience as a Paraplanner in a similar role
* Level 4 Diploma in Financial Planning (preferable)
* Experience with Intelliflo or other back-office systems, Wrap Platforms, FE Analytics, Cashflow Planning software and MS Office
* Technical competence in investments, pensions, tax allowances, protection, trusts and IHT
* Conscientious and diligent with meticulous attention to detail
* Excellent command of English, both verbal and in writing
* Team player
* Locally based, within a reasonable commutable distance from the office
What we offer
* Salary - up to £50K (Negotiable - dependent upon experience)
* 25 days holiday plus bank holidays
* Pension
* Discretionary annual bonus
* Death in service cover
* Support with career development and qualifications
* Sociable and professional office environment
* Free parking