OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued.
Responsibilities
* Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products;
* Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations;
* Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given;
* Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals;
* Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner;
* Effective case handling and ownership from start to finish;
* Consider current and future allocation of assets for an appropriate investment strategy with regards to the Clients risk profile;
* Compiling, clear and comprehensive reports, with recommendations that are within compliance standards;
* Preparing illustrations to match recommendations;
* Being one of the go-to individuals for advice on technical queries and your duties will focus on supporting the full client journey and positive client outcome;
* Assist with post review meeting case work including SL reports and/or follow up technical tasks that may be required;
* Running CYC and/or other key technical calculations when required such as LTA, ISC, IHT or CGT (not an exhaustive list) alongside any supporting documentation required relating to the same;
* Assisting in the preparation of all tax calculations, where necessary;
* Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
* Assisting with client review meeting prep where technical comparisons or calculations may be required
* Work within and stay up to date with template changes and advice notes
Experience & Knowledge Required
* Previous paraplanning experience (at least 3 years) within an SJP practice (preferred) or a Wealth Management environment;
* Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience);
* Chartered Financial Planner status is advantageous but not essential;
* Familiar with all major research systems (e.g. FE Analytics, Voyant etc);
* Proficient using all Microsoft systems including Outlook, Word, PowerPoint and Excel
* Experience of the Pension Transfer market;
* Experience of the administration of IHT, Trusts and Investment products;
* Competent creating, adapting and writing SL reports including utilisation of system templates and internal processes;
* Demonstrates up to date knowledge of relevant regulation and legislation
Personal Attributes Required
* Able to transpose client information and financial data accurately and compliantly;
* A proactive mindset with exceptional attention to detail;
* Strong numeracy skills;
* Confident in dealing with third parties and able to work with discretion;
* Highly organised with excellent communication skills;
* Manages time effectively with the ability to multi-task;
* Keeps calm under pressure, especially when faced with conflicting demands;
* Demonstrates a positive attitude at all times;
* Works well on own tasks as well as working as part of a wider team with shared goals
* Able to travel to Esher and/or London (average once a month)
Benefits
* Hybrid working (1 day per week WFH)
* Workplace pension scheme (employer contribution of 4% of gross basic salary provided the employee also personally contributes 4%)
* Private medical insurance (after 6 months employment)
* Onsite parking
* Time off and funding for professional development (exam support)
* Discretionary bonus (based on company and personal performance)
* 25 days hols plus stat bank holidays
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