Our client is seeking a talented Paraplanner to join their team, with potential based in Harrow. This key role involves supporting Wealth Planners with financial strategies, plans, and client products.
Key Responsibilities:
1. Adherence to Management System & Controls: Maintain knowledge of company policies and procedures, ensure timely execution of adviser instructions, and work with colleagues to adhere to standards.
2. Client Communication and Documentation: Refer client complaints promptly, ensure all client documents and correspondence are properly filed, and maintain records according to company standards.
3. Effective Communication & Support: Communicate with colleagues, clients, and product providers; attend team meetings; assist the team as needed.
4. Preparation of Advice: Produce financial planning reports, analyze client portfolios, obtain illustrations, prepare cash flow analyses, and provide technical research to support recommendations.
5. Liaison and Technical Support: Liaise with Compliance, serve as a technical reference for advisers, and build/maintain provider panels.
6. Reporting: Maintain workflow logs, update work requests, and ensure proper closure of work items on CRM systems.
Desired Experience:
* Experience with complex IHT and estate planning
* Knowledge of VCT, EIS, and BR products
* Pension and retirement planning expertise
* Familiarity with carry forward and lifetime allowance calculations
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