Job Description
Our client has been providing independent financial advice to individual and corporate clients since 1990’s. Due to on going success require a further Paraplanner.
This is an amazing opportunity to join a truly dynamic team.
Role and Responsibilities
* Responsible for all paperwork, meeting preparation and activities for a dedicated list of private clients.
* To provide research support and solutions to the Financial Planning team.
* Preparation of compliant advice reports, letters, and recommendations.
* Liaising with the Financial Planner and Investment Team to provide recommendations and solutions.
* Ensure all recommendations meet with company standards.
* Complete calculations such as carry forward, Inheritance Tax, CGT etc.
* Responsible for timely preparation of content & identify planning requirements for annual PSA review meetings.
* Attendance at client meetings with the adviser - completing the detailed meeting file note.
* Preparation and presentation to clients of cash flow models using Voyant software.
* Assisting with the preparation / review of compliance documentation.
* Attend weekly task meetings with advisers to provide updates on ongoing cases.
* Bi-weekly Team meetings to review and agree priorities and workloads.
* Peer review and assisting with training of trainee team members.
* Completion of own CPD within an agreed Training & Competence programme.
* Improvement of own knowledge and skills on a continual basis via professional qualifications.
* Assisting the financial planning administrator as needed and in consideration of a risk-based approach (ie: more complex cases will need more experienced intervention). This will involve various tasks such as:
o Liaising directly with clients and product providers.
o Seeing new business through to completion.
o LOA research and resulting reporting.
o Dealing with client queries and post meeting tasks
o Ensuring the financial planning administrator has all the information needed to prepare new business and reporting documentation ahead of meetings.
Desired Skills and Experience
* Minimum 5 years working experience in a similar paraplanning role.
* Have a "Can-do" attitude.
* Salary up to £50,000 this however is negotiable dependent on experience.
* Minimum Level 4 qualification
* Prior experience working as a paraplanner for HNW private clients.
* Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint.
* A strong working knowledge of Voyant (cash flow modelling tool).
* The ability to manage own time and work to deadlines.
* Hybrid working, two from home