Paraplanner
HYBRID WORKING
Our client, a highly reputable and long-established financial planning firm are currently expanding their team due to ongoing growth and success, and as such are actively seeking an experienced and dedicated Senior Technical Paraplanner.
Key Responsibilities include:
- Research: Conduct thorough research on financial products, funds, and new or existing technical products to support advisory services.
- Report Preparation: Prepare detailed financial reports, including cash flow analysis and suitability reports to provide clear and compliant recommendations for clients.
- Client Service: Build and nurture strong client relationships, responding to inquiries and providing valuable support.
- Record Keeping: Maintain accurate and up-to-date client records, including risk profiles and all compliance-related documentation.
- Compliance: Ensure all activities and documents meet regulatory and legislative standards to support firm-wide compliance.
- Technical Support: Offer expert technical support to financial advisors and staff, contributing to effective client service and decision-making.
- Team Collaboration: Work closely with financial advisors and administrative team members to deliver exceptional client outcomes.
- Team management: Overseeing and assisting junior members of the IFA Administration team, helping to guide, lead and develop
Knowledge & Experience:
- Demonstrated experience in a financial planning or advisory services environment, with a focus on client-centric service.
- Proficiency in writing complex reports and conducting detailed case assessments.
- Ability to analyse information, identify key insights, and make well-supported recommendations.
- In-depth understanding of pensions, retirement planning, investments, tax planning, and relevant regulations.
- Ideally Dip Level 4 or working towards Chartered
- Experience of working with HNW and UHNW clients
The ideal candidate will have excellent communication skills, with the ability to work effectively within a team, a strong sense of professional integrity, with a commitment to maintaining high standards in all tasks and a proactive approach to continuous service development and improvement.
This is a fantastic opportunity for a skilled Paraplanner looking to advance their career in a well- regarded and supportive financial planning firm
