Job Description
OverviewWe are seeking a dedicated, friendly and technically minded career paraplanner to join our busy and small advisory and technical team based in Rugby. We are an established practice focusing on HNW individuals with a Head Office in Surrey, and were looking for an experienced proactive candidate who takes pride in producing high quality work, and someone who enjoys being part of a collaborative team where their contribution is genuinely valued.
Responsibilities
1. Provide high level technical paraplanning support to the Practice ensuring that clients receive the best technical service regarding financial strategies, plans and products;
2. Working closely with the Advisory and Admin Team (AST) to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Clients needs and expectations;
3. Ability to understand recommendations and to question/challenge to ensure correct, compliant and most suitable advice is being given;
4. Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of cashflow modelling and client requirements and/or goals;
5. Communicating with SJP support departments, the Advisers or other relevant parties to ensure the case is completed wholly in a compliant and high quality manner;
6. Effective case handling and ownership fr...