We are currently recruiting for a Chartered Financial Planning practice in Saffron Walden who are looking for a Senior Paraplanner to support their team of successful IFA's. They are looking for someone to run a pod of 1 adviser and 1 administrator.
Role
1. To provide full technical support to the IFA team: Directors, Chartered Financial Planners and Financial Advisers
2. Assist in the delivery of bespoke solutions to advisory and discretionary clients in all aspects of financial planning
3. Advanced technical report writing
4. Dealing with wrap platforms and product providers to obtain information about existing and potential investments
5. Undertake research both independently and with an IFA to identify suitable solutions to meet clients' needs and objectives
6. Carry out in depth product research and analysis to prepare a comprehensive financial planning report and identify opportunities throughout the process
7. Undertake reviews of client portfolios and compile annual suitability reports
8. Use FE Analytics to research and analyse fun performance, volatility and risk
9. Prepare cash flow plans for clients and incorporate system outputs into reports and assist with their presentation in client meetings
10. Carry out tax calculations to ensure correct advice is given, where appropriate
11. Assist with the preparation of client meetings, emails, letters and documentation as part of the advice process
12. Handle client queries and help service existing clients on a daily basis
13. Maintain awareness of legislative changes and product developments bu undertaking suitable CPD activities attending seminars/workshops
Ideal candidate
14. Previous industry experience as a Paraplanner with technical report writing experience within an IFA firm
15. At least Diploma Level 4 qualified. Advanced level exams in investments and pensions will be an advantage, along with working towards Chartered status
16. Can demonstrate a sound technical knowledge of the financial services industry across a full range of investments, pensions, retirement solutions, protection and IHT planning
17. Experience of wrap platforms and main tax wrappers
18. Excellent written/verbal communications skills, as well as organisation skills
19. Experienced in supporting advisers with a range of tasks, including correspondence with product providers and clients, researching products and writing suitability reports, as well as providing support to other members of a paraplanning team
20. Good interpersonal skills to be able to work alongside a friendly team of dedicated individuals
21. Able to use own initiative and has a 'can do' work ethic
22. Ability to cope well in a busy working environment and manage own case load