Job Description
MY WONDERFUL GREAT COMPANY I AM SUPPORTING ARE A GREAT CHARTERED FINANCIAL SERVICES COMPANY AND SOURCING A SENIOR PARAPLANNER TO JOIN THE GREAT BUSINESS LINKED TO THE GREAT MANAGER LINING IT UP.
THE ROLE EXPECTATION PURPOST
To be the Senior Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW and reporting to the Head of Business Development/Financial Adviser.
In addition, YOUR QUALIFICTION must be: -
LEVEL 4 DIPLOMA OF FINANCIAL PARAPLANNING HOWEVER HIGHLY DESIRABLE:
* ADVANCED QUALIFICATION: CII LEVEL 6 or CHARTERED FINANCAIAL PARAPLANNER (or working towards).
* THE DEGREE in Financial Paraplanning
* BACHELORS'S DEGREE IN BUSINESS ECONOMICS
* ALSO PENSION TRANSFER SPECIALIST (C11 AF7) QUALIFIED LINKED TO SUPPORTING
* MINIMUM OF 5 YEARS EXPERIENCE IN SENIOR PARAPLANNING ROLE
* Role Accountabilities
* Conducting EXTENSIVE RESERACH & PROVIDING THE ADVISORS with technical assessments & REPORTS
* Conducting in DEPTH meeting preparation work, ATTENDING CLIENT MEETING WHERE APPROPRIATE and producing follow up reports & analysis, answering any specific client queries.
* YOU MUST PRODUCE TECHNICAL AND COMPLIANCE SUITABLITY LETTERS.
* PROVIDE ADVISERS WITH STRONG TECHNCIAL ADVICE & GUIDANCE BY RESEARCHING CLIENT SOLUTIONS
* MANAGE COMPLEX CASES & FIND SOLUTIONS TO TECHNICAL PROBLEMS
* PREPARE LIFETIME CASHFLOW MODELS REVIEWING CLIENTS' GOALS & POTENTIAL OUTCOMES.
* PROVIDE FULL FINANCIAL PLANS INCLUDING CASHFLOW MODELS, CONTINGENCY PLANNING, LEGACY SUCESSION PLANNING AND TAX PLANNING.
* LOTS MORE LINKED TOO FOR THIS ROLE AS A SENIOR SKILLED FINANCIAL SERVICES PARAPLANNER LINKED TO A CHARTERED FINANCIAL SERVICES COMPANY AND LINING UP THE FOLLOW UPS FOR ALL THE CLIENTS
QUALIFICATION VERY MUCH REQUIRED
Mandatory: Level 4 – CII Diploma of Financial PARAPLANNER SKILLS LINKED TO SUPPORTING THE FINANCIAL ADVISORS AND THEIR CLIENTS!
Highly Desirable:
* Advanced qualifications: CII LEVEL 6 OR CHARTERED FINANCIAL PARAPLANNER (or working towards).
* Degree in Financial Planning
* Bachelor’s degree in business/economics
* Pension Transfer Specialist (CII AF7)
* Minimum of 5 years’ experience in similar SENIOR PARAPLANNING ROLE LINKED TO THIS TYPE OF GREAT FIRM
FABULOUS BENEFITS!
* Office 3 Days. Home 2 Days
* Salary based on experience
* 25 days annual leave
* 4% Company Pension and 66% of Company NI on Salary exchange
* Death in Service (up to £200k)
* Cash Plan
GREAT COMPANY AND OPPORTUNITY FOR A VERY HUGELY SKILLED SENIOR PARAPLANNER LINKED TO THE GREAT COMPANY WHICH AS OUTLINED IS A CHARTERED FINANCIAL SERVICES COMPANY.