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:
* Analyse client information and existing investments/policies
* Tax calculations
* Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
* Write suitability reports for cases of varying complexity
* Run cashflow models for clients
* Be a point of contact for technical queries for advisers
* Communicating with clients on research and report time scales
* Attend client meetings where required
* Helping to train other members of the team
* Potentially getting involved in some project work to further improve our systems and processes
* Leading Pod meetings
* Undertake peer reviews for the paraplanning team
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. The role may suit an able career paraplanner who does not wish to be client facing but does want to be a key individual within a thriving business.
They will:
1. Demonstrate a strong technical knowledge and understanding of all financial products
2. Be level 4 diploma qu...