1. My client in Whiteley is looking to hire a Paraplanner.
2. Excellent salary and benefits (inc. hybrid working) to the successful candidate.
About Our Client
My client is a high end Wealth Management business, with offices across the UK and with this role based at their Whiteley site (2 days in office).
Job Description
We are recruiting an experienced, high calibre Paraplanner, who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high quality suitability report. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows:
3. Analyse client information and existing investments/policies
4. Tax calculations
5. Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
6. Write suitability reports for cases of varying complexity
7. Run cashflow models for clients Be a point of contact for technical queries for CS and advisers
8. Communicating with clients on research and report time scales
9. Attend client meetings where required
10. Helping to train other members of the team
11. Potentially getting involved in some project work to further improve our systems and processes
12. Leading Pod meetings
13. Undertake peer reviews for the paraplanning team
The Successful Applicant
14. Demonstrate a strong technical knowledge and understanding of all financial products
15. Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status
16. Have a minimum of 3 years' experience within a paraplanning role
17. Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
18. Have a good attention to detail
19. Be a good team player
20. Excellent communication skills, both verbally and in writing
21. Be comfortable with working in a fast-paced environment
22. Be organised and able to manage a busy workload
What's on Offer
An excellent salary and benefits package is available to the successful candidate. The business also provides itself on its support and furthering on their people within the business.