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