My client has provided expert, client-focused financial planning for over 20 years. Evolving from a legal partnership, they now offer tailored wealth management and investment solutions from their Woking base, supported by a skilled, multidisciplinary advisory team.
This is an excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing and highly respected Independent Financial Adviser based 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.
The successful candidate will play a pivotal role in providing comprehensive support to the Financial Advisers.
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
* Minimum Level 4 Diploma in Financial Planning (preferably hold or be studying towards Level 6 Advanced Diploma)
* Experience as a Paraplanner
* 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
What we offer
* Salary up to £50,000 (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
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
Please Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful.
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