We are a Wealth Management practice providing bespoke face to face financial advice to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management.
Location: Beckenham (South East London) - Office based position
Paraplanner
Ideally qualified to Level 4 Diploma in Financial Planning + 4 years' experience.
Essential skills required:
1. The ability to produce comprehensive, accurate and clear Suitability Reports, to write reports on a wide variety of topics including Pensions, Investments, Inheritance tax, and Protection
2. Knowledge of completing & demonstrating cash flow modelling plans ahead of client meetings
3. Assist in the preparation of tax calculations where necessary from CGT calculations to top slicing calculations as and when required
4. Undertake research to identify suitable solutions to meet the client’s needs, this will involve obtaining information, quotes, illustrations and product details in order to provide comparisons for analysis.
5. Discuss client objectives with Advisers and Identify any shortfalls in client information and take responsibility to discuss outstanding requirement with the appropriate personnel
6. Carry out regular reviews of clients’ financial plans, circumstances and objectives
7. Deal with complex and technical client queries as and when they arise