We are currently recruiting for a Financial Planning practice based in Henley-on-Thames who are looking to recruit a Paraplanner. They are ideally looking for a Level 4 Diploma Qualified Paraplanner with good paraplanning experience.
Main Purpose of the Role:
1. To provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser
2. To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)
3. To provide support to the adviser team on technical matters
Duties and Responsibilities:
4. Production of new business reports and recommendations
5. Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis
6. Liaise with Business Administration for any additional information required
7. Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers
8. Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans
9. Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
Skills and Knowledge Requirements:
10. Willingness to undertake study
11. Ability to manage own workload and work within a small team
12. Knowledge of business processes, standards, policies and procedures
13. Experience within the Financial Services Industry
14. Exceptional communication skills at all levels
15. Excellent organisational skills
16. Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
17. Ability to work under pressure at times
18. Provide leadership for the team
19. Ideally at least 5 years’ experience in the financial services industry of which a minimum of 2 years has been in a Paraplanning role within a firm of financial advisers
20. Produce Technical Bulletins for website and client emails