Our client is looking for a talented Paraplanner to join their team, working hybrid from their Marlow office. This is a key role within the business, providing support to the Wealth Planners on financial strategies, plans and products to clients.
Our client is an award-winning Chartered Financial Planning firm providing bespoke advice to HNW clients.
Key Responsibilities:
* Conducting extensive research and providing Advisers with technical assessments and reports.
* Conducting in depth meeting preparation work, attending client meetings (where appropriate), and producing follow up reports & analysis, answering any specific client queries.
* Produce technical and compliant suitability letters.
* Provide advisers with strong technical advice and guidance backed up by fully researched client solutions.
* Manage complex cases and find solutions to technical problems
* Prepare lifetime cashflow models, reviewing clients' goals and potential outcomes.
* Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning.
* Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained.
* Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations.
* Help highlight operational areas of improvement and assist with any changes made.
* Take an analytical approach to making client recommendations and use good data skills to support these.
* Translate complex information into easy-to-understand client correspondence
* Ensure all work meets all compliance, high ethical standards and reflects the company values
* Contribute to the team's work enjoyment, growth, and success
The successful candidate will have experience of the following:
* Complex IHT and Estate Planning
* VCT, EIS and BR Products
* Pension/retirement planning
* Carry forward and lifetime allowance calculations
* Structured products
* Trusts
If you are interested in this position, please submit a copy of your CV to Sam at Artemis Recruitment.
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